Unclaimed Profile

Troi Sarah Lentini

VALLEY FORGE INVESTMENT CONSULTANTS, INC.·KING OF PRUSSIA, Pennsylvania

Clean recordVALLEY FORGE INVESTMENT CONSULTANTS, INC.

1030 OLD VALLEY FORGE ROAD, KING OF PRUSSIA, PA 19406CRD# 4576767Firm CRD# 123898

Profile Verification

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

Identity

Troi Sarah Lentini · KING OF PRUSSIA, PA

Registration

CRD #4576767 · VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Troi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Troi is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

AUM

$2.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4576767

Firm CRD# 123898

View on FINRA BrokerCheck →

Looking for a financial advisor in KING OF PRUSSIA?

Browse all registered financial advisors in KING OF PRUSSIA, Pennsylvania or claim this profile if it's yours.

Browse KING OF PRUSSIA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →