Valley Forge Investment Consultants, INC.
Audubon, PA·SEC-registered · CRD #123898
Valley Forge Investment Consultants, INC. is an SEC-registered investment advisory firm in Audubon, PA managing $3.5B across 1.2k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5B
Client accounts
1.2k
Advisory staff
11
Fee model
Fee-based
How Valley Forge Investment Consultants, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Valley Forge Investment Consultants, INC.
How much does Valley Forge Investment Consultants, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Valley Forge Investment Consultants, INC. reports $3.5B in regulatory assets under management across roughly 1.2k client accounts.
How does Valley Forge Investment Consultants, INC. charge?
Valley Forge Investment Consultants, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valley Forge Investment Consultants, INC. a fiduciary?
Yes. Valley Forge Investment Consultants, INC. is registered with the U.S. Securities and Exchange Commission (CRD #123898), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valley Forge Investment Consultants, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valley Forge Investment Consultants, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Audubon, PA
Profile compiled from Valley Forge Investment Consultants, INC.'s public SEC Form ADV filing (CRD #123898, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valley Forge Investment Consultants, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valley Forge Investment Consultants, INC.? Claim this profile.