Valley Forge Investment Consultants, Inc.

RIASEC Registered

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 registered investment adviser that has been SEC-registered since 2016. The firm operates as a capital allocator and works with both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, and the firm lists services such as financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and the selection of other advisers. Investment approach mixes broad public-market exposure with third-party alternative managers. The firm identifies as an active ESG investor and uses external managers for private equity, hedge funds, and real estate allocations, in addition to relying heavily on public funds and mutual funds for core portfolio exposure.