VALLEY FORGE INVESTMENT CONSULTANTS, INC.

RIASEC RegisteredEst. 2016
Total AUM
$3.5B
Discretionary
$852M
24% of AUM
Avg account
$3.4M
Accounts
1,034
Employees
16
Advisory reps
15

Firm details

Headquarters
AUDUBON, Pennsylvania
CRD number
123898
Registered since
March 30, 2016
Website
vffg.com
Custodians
EMPOWER FINANCIAL SERVICES, INC., VOYA FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans70.67%
  • HNWI26.55%
  • Individuals1.12%
  • Charitable Organizations0.86%
  • Corporations / Businesses0.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Valley Forge Investment Consultants, Inc. is an independent registered investment adviser organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Its advisory services list financial planning, portfolio management for individuals, small businesses and institutions, pension-consulting work, and selection of other advisers. Valley Forge reports being an active ESG investor and, by affiliation disclosures, both uses third‑party investment managers and sponsors or manages pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Cash & Cash Equivalents 3%, Private Funds 2%, Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Cash & Cash Equivalents3%
  • Private Funds2%
  • Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

2 of 2

  • PATRICK LANNON

    Chief Compliance OfficerCRD 5399575

  • TRINA MENTA

    Chief Operating OfficerCRD 6264044

Contacts

3 of 13

  • Peyton Vostenak

    Investment AnalystCRD 7893739

  • Rachel Kalivas

    Registered RepresentativeCRD 6493008

  • Connor Kenny

    Investment AnalystCRD 6670401

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$320M in ETFs

Passive

98%

$314M

Active

1%

$6.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$119M182,82737.31%
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Location

Primary office

AUDUBON, PA

MONTGOMERY

Location

AUDUBON, PA

Headquartered in AUDUBON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
2500 Monroe Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth