Unclaimed Profile

Patrick Michael Lannon

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·AUDUBON, Pennsylvania

Clean recordVALLEY FORGE INVESTMENT CONSULTANTS, INC.

2500 MONROE BLVD., AUDUBON, PA 19403CRD# 5399575Firm CRD# 123898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Michael Lannon · AUDUBON, PA

Registration

CRD #5399575 · VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Michael Lannon is a registered financial advisor based in AUDUBON, Pennsylvania, affiliated with VALLEY FORGE INVESTMENT CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALLEY FORGE INVESTMENT CONSULTANTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5399575

Firm CRD# 123898

View on FINRA BrokerCheck →

Looking for a financial advisor in AUDUBON?

Browse all registered financial advisors in AUDUBON, Pennsylvania or claim this profile if it's yours.

Browse AUDUBON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick Michael Lannon offer?

Patrick Michael Lannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUDUBON, Pennsylvania for a consultation.

What are Patrick Michael Lannon's credentials?

Patrick Michael Lannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Michael Lannon located?

Patrick Michael Lannon is based in AUDUBON, Pennsylvania, working with VALLEY FORGE INVESTMENT CONSULTANTS, INC.. Their office serves clients in the AUDUBON metropolitan area and surrounding communities.

How does Patrick Michael Lannon charge for services?

Patrick Michael Lannon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALLEY FORGE INVESTMENT CONSULTANTS, INC.?

VALLEY FORGE INVESTMENT CONSULTANTS, INC. has approximately 15 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →