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Troi Sarah Lentini

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·KING OF PRUSSIA, Pennsylvania
Unclaimed Profile
1030 OLD VALLEY FORGE ROAD, KING OF PRUSSIA, PA 19406CRD# 4576767Firm CRD# 123898
01

About

Troi Sarah Lentini is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with VALLEY FORGE INVESTMENT CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

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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# 4576767
Firm CRD# 123898
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Troi Sarah Lentini offer?
Troi Sarah Lentini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Troi Sarah Lentini's credentials?
Troi Sarah Lentini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Troi Sarah Lentini located?
Troi Sarah Lentini 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 Troi Sarah Lentini charge for services?
Troi Sarah Lentini'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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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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