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Frederick Martin Rackovan

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·KING OF PRUSSIA, Pennsylvania
SIE, Series 6ChFCClean recordVALLEY FORGE INVESTMENT CONSULTANTS, INC.
1030 OLD VALLEY FORGE ROAD, KING OF PRUSSIA, PA 19406CRD# 2492058Firm CRD# 123898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Martin Rackovan · KING OF PRUSSIA, PA
Registration
CRD #2492058 · VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Registration record
Professional designation · ChFC
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 Frederick Martin Rackovan offer?
Frederick Martin Rackovan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Frederick Martin Rackovan's credentials?
Frederick Martin Rackovan holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Frederick Martin Rackovan located?
Frederick Martin Rackovan is based in KING OF PRUSSIA, Pennsylvania, working with VALLEY FORGE INVESTMENT CONSULTANTS, INC.. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Frederick Martin Rackovan charge for services?
Frederick Martin Rackovan'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.

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Stephen Thomas Mumford
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Troi Sarah Lentini
KING OF PRUSSIA, PA

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