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Stephen Thomas Mumford

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·AUDUBON, Pennsylvania
SIE, Series 6, Series 22, Series 63, Series 65CFPClean record19 years registeredVALLEY FORGE INVESTMENT CONSULTANTS, INC.
2500 MONROE BLVD., AUDUBON, PA 19403CRD# 5214858Firm CRD# 123898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Thomas Mumford · AUDUBON, PA
Registration
CRD #5214858 · VALLEY FORGE INVESTMENT CONSULTANTS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Feb 2007 – present
RITTENHOUSE ASSET MANAGEMENT, INC.
Dec 2006 – Feb 2007
RADNOR, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 63
Series 65
Registration record
First registered · December 21, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD 123898 · SEC 801-107519
AUM
$2.5B
Regulatory assets under management
Employees
15
1,106 client accounts
Services offered by VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALLEY FORGE INVESTMENT CONSULTANTS, INC. →
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Frequently Asked Questions

What services does Stephen Thomas Mumford offer?
Stephen Thomas Mumford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUDUBON, Pennsylvania for a consultation.
What are Stephen Thomas Mumford's credentials?
Stephen Thomas Mumford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Thomas Mumford located?
Stephen Thomas Mumford 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 Stephen Thomas Mumford charge for services?
Stephen Thomas Mumford'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 at VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Michael Gregory Mallick
AUDUBON, PA
Michael Joseph Maher
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Sean Maher
AUDUBON, PA
Frederick Martin Rackovan
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ChFC
Troi Sarah Lentini
KING OF PRUSSIA, PA

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