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| Valley Forge Investment Consultants Inc
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|---|---|
| CRD # | 123898 |
| SEC # | 801-107519 |
| CIK # | 0000920655 |
| AUM | 3,492.2 M (2026-03-30) |
| Employees | 16 (69% Investors, 38% Brokers) |
| Phone | 610-783-6650 |
| Address | 2500 Monroe Blvd Audubon, PA 19403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.6 | ||
| Apple Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 0.0 |
| (b) Individuals (high net worth individuals) | 158 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 128 | 2.5 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,034 | 3.5 |
| By Discretionary | ||
| Discretionary | 860 | 0.9 |
| Non-Discretionary | 174 | 2.6 |
| Total | 1,034 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 1,034 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000920655] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Valley Forge Investment Consultants Inc
✚
|
PA | 3,492.2 M |
|
VFPE Advisors LLC
✚
|
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