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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Valley Forge Investment Consultants Inc
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| CRD # | 123898 |
| SEC # | 801-107519 |
| CIK # | |
| AUM | $1.6 BB (0% Disc, 100% US, 2020-03-28) |
| Employees | 14 (71% Investors, 50% Brokers) |
| Phone | 484-679-4043 |
| Address | 1000 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Legg Mason Real Estate Services Inc
✚
|
PA | 1.6 |
|
Wealthplan Advisors LLC
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|
AZ | 1.6 |
|
RSH Consulting Inc
✚
|
WA | 1.6 |
|
Vista Capital Partners Inc
✚
|
OR | 1.6 |
|
First American Trust FSB
✚
|
CA | 1.6 |
|
YHB Investment Advisors Inc
✚
|
CT | 1.6 |
|
Fairway Wealth Management LLC
✚
|
OH | 1.6 |
|
Threadneedle International Ltd
✚
|
1.6 | |
|
Altium Wealth Management LLC
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|
NY | 1.6 |
|
TA Realty LLC
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|
MA | 1.6 |