Valley Forge Investment Consultants, Inc.
● SEC registered since 2016CRD 123898SEC# 801-107519Audubon, PA
Reg. AUM
$3.49B
Employees
16
Accounts
1,034
Location
Audubon, PA
Valley Forge Investment Consultants, Inc. assets under management
Valley Forge Investment Consultants, Inc. operates as an SEC-registered investment adviser based in Audubon, PA. The firm has been registered since 2016. It reports $3.5 billion in regulatory assets under management and employs 16 people.
Valley Forge Investment Consultants, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Gregory Mallick Control | Secretary | Under 5% | 2018 |
| Michael Joseph Maher Control | Chairman/Ceo | 50-75% | 1989 |
| Patrick Michael Lannon Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Valley Forge Investment Consultants, Inc. manage?
Valley Forge Investment Consultants, Inc. reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Valley Forge Investment Consultants, Inc. have?
Valley Forge Investment Consultants, Inc. reports 16 employees.
Where is Valley Forge Investment Consultants, Inc. located?
Valley Forge Investment Consultants, Inc. is based in Audubon, PA and has been SEC-registered since 2016.
Does Valley Forge Investment Consultants, Inc. disclose fund performance?
Valley Forge Investment Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Monroe Blvd., Suite 100, Audubon, PA 19403 |
| Phone | 610-783-6650 |
| Office hours | 9:00-5:00 Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 920655 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.49B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$3.49Bregulatory AUM
Discretionary $851.9MNon-discretionary $2.64B