Unclaimed Profile

Denise Kathleen Merinar

VALLEY FORGE ASSET MANAGEMENT, LLC·KING OF PRUSSIA, Pennsylvania

VALLEY FORGE ASSET MANAGEMENT, LLC

150 S. WARNER RD, KING OF PRUSSIA, PA 19406CRD# 4126939Firm CRD# 7438

Profile Verification

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

Identity

Denise Kathleen Merinar · KING OF PRUSSIA, PA

Registration

CRD #4126939 · VALLEY FORGE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Denise Kathleen Merinar is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with VALLEY FORGE ASSET MANAGEMENT, LLC. 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

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Firm Overview

Firm

VALLEY FORGE ASSET MANAGEMENT, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALLEY FORGE ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4126939

Firm CRD# 7438

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Denise Kathleen Merinar offer?

Denise Kathleen Merinar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Denise Kathleen Merinar's credentials?

Denise Kathleen Merinar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Kathleen Merinar located?

Denise Kathleen Merinar is based in KING OF PRUSSIA, Pennsylvania, working with VALLEY FORGE ASSET MANAGEMENT, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Denise Kathleen Merinar charge for services?

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

How large is VALLEY FORGE ASSET MANAGEMENT, LLC?

VALLEY FORGE ASSET MANAGEMENT, LLC has approximately 32 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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