Investment adviser · CRD 123898

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Investment adviser filing (IA)

AUDUBON, PA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$3.49B
Form ADV · Item 5.F
Client accounts
1,034
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans128$2,467,811,18870.7%
High-net-worth individuals158$927,051,75526.5%
Individuals82$39,102,0951.1%
Charities9$30,029,9720.9%
Corporations & businesses7$28,200,0480.8%
Filing source

Form ADV 2085981 · Mar 30, 2026 · Item 5.D

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

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: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2500 MONROE BLVD., SUITE 100
AUDUBON, PA, 19403, United States

CRD 123898

Filing source

Form ADV 2085981 · Mar 30, 2026 · 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.