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VALLEY FORGE INVESTMENT CONSULTANTS, INC.

AUDUBON, PA · CRD 123898 · IAPD ↗ · 610-783-6650

$3.49BRegulatory AUM
11Advisory reps
16Employees
0Clients
26-50Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — VALLEY FORGE INVESTMENT CONSULTANTS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — VALLEY FORGE INVESTMENT CONSULTANTS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.