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Patrick Michael Lannon

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·AUDUBON, Pennsylvania
Unclaimed Profile
2500 MONROE BLVD., AUDUBON, PA 19403CRD# 5399575Firm CRD# 123898
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
AUM
$2.5B
Regulatory assets under management
Employees
15
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5399575
Firm CRD# 123898
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in AUDUBON
Michael Joseph Maher — VALLEY FORGE INVESTMENT CONSULTANTS, INC.Stephen Philip Erfle — THRIVE WEALTH MANAGEMENT, LLCMichael Anthony Ptaszenski — THRIVE WEALTH MANAGEMENT, LLCStephen Thomas Mumford — VALLEY FORGE INVESTMENT CONSULTANTS, INC.Sean Maher — VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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