VALLEY FORGE INVESTMENT CONSULTANTS, INC.

2500 Monroe Blvd.
Suite 100
Audubon, Pennsylvania 19403
Tel: 610-783-6650

About VALLEY FORGE INVESTMENT CONSULTANTS, INC.

VALLEY FORGE INVESTMENT CONSULTANTS, INC, formally registered with the SEC as VALLEY FORGE INVESTMENT CONSULTANTS, INC. The firm was established in 03/30/2016. They have over 2 offices throughout the country.

VALLEY FORGE INVESTMENT CONSULTANTS, INC. is a Audubon, Pennsylvania based Financial Planning firm with nearly $2,543,808,223 assets under management, offering retirement planning & investment advisory services to 1106 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123898
SEC#	801-107519
Assets Managed by Firm	$2,543,808,223
No. of Clients	1106
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1106	$2,543,808,223
Individuals (other than high net worth individuals)	189	$63,629,119
High net worth individuals	166	$713,598,375
Pension and profit sharing plans	141	$1,722,660,600
Charitable organizations	11	$23,012,471
Corporations or other businesses	7	$20,907,658

More Retirement Planning firms in Audubon, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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