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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Valley Forge Investment Consultants Inc
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|---|---|
| CRD # | 123898 |
| SEC # | 801-107519 |
| CIK # | 0000920655 |
| AUM | $2.8 B (2025-03-25) |
| Employees | 14 (71% Investors, 43% Brokers) |
| Phone | 610-783-6650 |
| Address | 2500 Monroe Blvd Audubon, PA 19403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Nvidia Corp | 1.7 | ||
| Silverback Therapeutics Inc | 1.5 | ||
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 0.1 |
| (b) Individuals (high net worth individuals) | 175 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 138 | 1.9 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,111 | 2.8 |
| By Discretionary | ||
| Discretionary | 871 | 0.7 |
| Non-Discretionary | 240 | 2.1 |
| Total | 1,111 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,111 | 2.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000920655] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Valley Forge Investment Consultants Inc
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|
PA | 2.8 |
|
VFPE Advisors LLC
✚
|
PA | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meyer Handelman Company LLC
✚
|
NY | 2.9 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.9 |
|
Csenge Advisory Group LLC
✚
|
FL | 2.9 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 2.9 |
|
Inspire Investing LLC
✚
|
ID | 2.9 |
|
Nuance Investments LLC
✚
|
MO | 2.8 |
|
Globalt Investments LLC
✚
|
GA | 2.8 |
|
Chesley Taft & Associates LLC
✚
|
IL | 2.8 |
|
Efficient Advisors LLC
✚
|
2.8 | |
|
The Renaissance Group LLC
✚
|
KY | 2.8 |