VALLEY FORGE CAPITAL MANAGEMENT

2 S Biscayne Blvd
Suite 1800
Miami, Florida 33131
Tel: 305-210-6000

About VALLEY FORGE CAPITAL MANAGEMENT

VALLEY FORGE CAPITAL MANAGEMENT, formally registered with the SEC as VALLEY FORGE CAPITAL MANAGEMENT. The firm was established in 08/09/2017. They have over 2 offices throughout the country.

VALLEY FORGE CAPITAL MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $3,605,729,027 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162953
SEC#	801-110956
Assets Managed by Firm	$3,605,729,027
No. of Clients	2
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$3,605,729,027

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