Valley Forge Investment Consultants, Inc.

$3.49BAssets under management
as of Mar 2026 · SEC Form ADV
Audubon, PA
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Tech stack

No one at Valley Forge Investment Consultants, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $454M held · filed Jul 2024
Voya Financial Partners, LLC
Per Form ADV · $426M held · filed Jul 2024
Schwab
Per Form ADV · $359M held · filed Jul 2024
Empower
Per Form ADV · $264M held · filed Jul 2024