Valley Forge Investment Consultants, Inc.

RIASEC RegisteredEst. 2016

Total AUM

$3.5B

Discretionary

$852M

24% of AUM

Avg account

$3.4M

Accounts

1,034

Employees

Advisory reps

Firm details

Headquarters: Audubon, Pennsylvania
CRD number: 123898
Registered since: March 30, 2016
Website: vffg.com
Custodians: EMPOWER FINANCIAL SERVICES, INC., VOYA FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans70.67%
HNWI26.55%
Individuals1.12%
Charitable Organizations0.86%
Corporations / Businesses0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Valley Forge Investment Consultants, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2016. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator. Its advisory services span financial planning, discretionary portfolio management for individuals and for businesses/institutions, pension consulting, and manager selection. Fee structures include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Valley Forge identifies as an active ESG investor. The firm’s industry affiliations indicate involvement beyond advisory work: it has relationships with accountants and insurance companies and participates as a sponsor or general partner in pooled investment vehicles and limited partnerships, suggesting the ability to originate or manage proprietary or sponsored alternative vehicles in addition to selecting third-party managers.