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VALLEY FORGE ASSET MANAGEMENT, LLC
VALLEY FORGE ASSET MANAGEMENT, LLC
KING OF PRUSSIA, Pennsylvania
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7 registered advisors
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CRD# 7438
SEC# 801-25300
610-687-6800
01
Firm Overview
AUM
$2.2B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VALLEY FORGE ASSET MANAGEMENT, LLC
7 registered advisors
Bernard Allen Jr Francis
KING OF PRUSSIA, Pennsylvania
CRD# 710809
Denise Kathleen Merinar
KING OF PRUSSIA, Pennsylvania
CRD# 4126939
Donald Louis Born
KING OF PRUSSIA, Pennsylvania
CFP
CRD# 26281
Frank Charles Corace
KING OF PRUSSIA, Pennsylvania
CRD# 53962
James Edward Gibson
KING OF PRUSSIA, Pennsylvania
CRD# 2682807
Jeffrey Scott Mccallum
KING OF PRUSSIA, Pennsylvania
CRD# 725576
Kelly Carter Malloy
KING OF PRUSSIA, Pennsylvania
CRD# 1204816
05
Office Locations
KING OF PRUSSIA, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. VALLEY FORGE ASSET MANAGEMENT, LLC (CRD# 7438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.