Investment adviser · CRD 7438

VALLEY FORGE ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

KING OF PRUSSIA, PA, United States · Form ADV filed Feb 5, 2016

Regulatory AUM
$2.23B
Form ADV · Item 5.F
Client accounts
1,955
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
20
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 5, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed · Commissions

Principal office

150 S. WARNER RD, SUITE 200
KING OF PRUSSIA, PA, 19406, United States

CRD 7438

Filing source

Form ADV 972347 · Feb 5, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.