Valley Forge Investment Consultants Inc

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Assets, Funds, Holdings

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Valley Forge Investment Consultants Inc
CRD #123898
SEC #801-107519
CIK #0000920655
AUM $2.5 BB (2024-07-01)
Employees 15 (67% Investors, 40% Brokers)
Phone610-783-6650
Address2500 Monroe Blvd
Audubon, PA 19403
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 1.9
GOOGL 1,475,138.5 1.0
GOOG 1,482,566.4 0.8
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002020202120232025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 189 0.1
(b) Individuals (high net worth individuals) 166 0.7
(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 141 1.7
(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 1,106 2.5
By Discretionary
Discretionary 823 0.6
Non-Discretionary 283 1.9
Total 1,106 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 1,106 2.5
EDGAR Form CIK 2011 - 2024
13F-HR [0000920655]
Related Firms State AUM ($BB)
Valley Forge Investment Consultants Inc
PA 2.5
VFPE Advisors LLC
PA 0.2
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2.5
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Asset Dedication LLC
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The Renaissance Group LLC
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SYON Capital LLC
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Midland Wealth Advisors LLC
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Transform Wealth LLC
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