RIA Intelligence

VALLEY FORGE CAPITAL ADVISORS, INC.

CRD #123652 SEC #801-61699 MALVERN, PA 610-232-1778
SEC Registered
Total AUM
$164.8M
Discretionary
$163M
Employees
10
Clients
--
Accounts
16

AUM Over Time

DateFeb 2011
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$453.3M
Discretionary$452.5M
Non-Disc.$752K
Employees10
Clients--
DateMar 2007
Total AUM$221.6M
Discretionary$220.9M
Non-Disc.$645.1K
Employees10
Clients--
DateFeb 2007
Total AUM$164.8M
Discretionary$163M
Non-Disc.$1.8M
Employees10
Clients--
DateDec 2006
Total AUM$178.3M
Discretionary$176.6M
Non-Disc.$1.7M
Employees10
Clients--
DateDec 2006
Total AUM$178.3M
Discretionary$176.6M
Non-Disc.$1.7M
Employees10
Clients--
DateDec 2006
Total AUM$178.3M
Discretionary$176.6M
Non-Disc.$1.7M
Employees10
Clients--
DateMar 2006
Total AUM$195.1M
Discretionary$106.5M
Non-Disc.$88.6M
Employees10
Clients--
DateMar 2006
Total AUM$208.9M
Discretionary$120.3M
Non-Disc.$88.6M
Employees10
Clients--
DateMar 2006
Total AUM$195.1M
Discretionary$106.5M
Non-Disc.$88.6M
Employees10
Clients--
DateJan 2006
Total AUM$195.1M
Discretionary$106.5M
Non-Disc.$88.6M
Employees10
Clients--
DateNov 2005
Total AUM$170.3M
Discretionary$81.8M
Non-Disc.$88.5M
Employees10
Clients--
DateNov 2005
Total AUM$80.1M
Discretionary$76.5M
Non-Disc.$3.5M
Employees10
Clients--
DateMay 2005
Total AUM$67M
Discretionary$64.2M
Non-Disc.$2.8M
Employees5
Clients--
DateMay 2005
Total AUM$67M
Discretionary$64.2M
Non-Disc.$2.8M
Employees5
Clients--
DateJan 2005
Total AUM$38.9M
Discretionary$35.6M
Non-Disc.$3.3M
Employees5
Clients--
DateAug 2004
Total AUM$23.5M
Discretionary$21.8M
Non-Disc.$1.7M
Employees5
Clients--
DateAug 2004
Total AUM$23.5M
Discretionary$21.8M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2004
Total AUM$23.5M
Discretionary$21.8M
Non-Disc.$1.7M
Employees5
Clients--