VALLEY FORGE INVESTMENT CONSULTANTS, INC.

AUDUBON, Pennsylvania·9 registered advisors·CRD# 123898
SEC# 801-1075191610-783-6650
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VALLEY FORGE INVESTMENT CONSULTANTS, INC.

9 registered advisors
Frederick Martin Rackovan
KING OF PRUSSIA, Pennsylvania
Karen Marie Beyer
BERWYN, Pennsylvania
Michael Gregory Mallick
AUDUBON, Pennsylvania
Michael Joseph Maher
AUDUBON, Pennsylvania
Patrick Michael Lannon
AUDUBON, Pennsylvania
Sean Maher
AUDUBON, Pennsylvania
Stephen Thomas Mumford
AUDUBON, Pennsylvania
Trina Bianca Menta Hanna
AUDUBON, Pennsylvania
Troi Sarah Lentini
KING OF PRUSSIA, Pennsylvania
05

Office Locations

AUDUBON, Pennsylvania
6 advisors
KING OF PRUSSIA, Pennsylvania
2 advisors
BERWYN, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. VALLEY FORGE INVESTMENT CONSULTANTS, INC. (CRD# 123898) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.