VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD #123898 SEC #801-107519 AUDUBON, PA 610-783-6650
SEC Registered
Total AUM
$2.8B
Discretionary
$720.4M
Employees
14
Clients
26
Accounts
1,111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $720.4M | $2.1B | 14 | 0 |
| Jul 2024 | $2.5B | $636.6M | $1.9B | 15 | 0 |
| Mar 2024 | $2.5B | $636.6M | $1.9B | 15 | 0 |
| Jul 2023 | $2.2B | $564.6M | $1.7B | 15 | 0 |
| Mar 2023 | $2.2B | $564.6M | $1.7B | 15 | 0 |
| Nov 2022 | $2.6B | $580.7M | $2B | 14 | 0 |
| Mar 2022 | $2.6B | $580.7M | $2B | 14 | 0 |
| Mar 2022 | $2.6B | $580.7M | $2B | 14 | 0 |
| Mar 2021 | $2.1B | $325.1M | $1.8B | 14 | 0 |
| Jun 2020 | $1.6B | $139.8M | $1.5B | 14 | 0 |
| Mar 2020 | $1.6B | $139.8M | $1.5B | 14 | 0 |
| Jan 2020 | $1.3B | $0 | $1.3B | 14 | 0 |
| Dec 2019 | $1.3B | $0 | $1.3B | 14 | 0 |
| Mar 2019 | $1.3B | $0 | $1.3B | 14 | 0 |
| Dec 2018 | $1.2B | $0 | $1.2B | 13 | 0 |
| May 2018 | $1.2B | $0 | $1.2B | 13 | 0 |
| Mar 2018 | $1.2B | $0 | $1.2B | 13 | 0 |
| Mar 2017 | $900.2M | $0 | $900.2M | 15 | 300 |
| Nov 2016 | $790.2M | $0 | $790.2M | 13 | 400 |
| Mar 2016 | $790.2M | $0 | $790.2M | 13 | 400 |
| Mar 2016 | $790.2M | $0 | $790.2M | 13 | 400 |
DateMar 2025
Total AUM$2.8B
Discretionary$720.4M
Non-Disc.$2.1B
Employees14
Clients0
DateJul 2024
Total AUM$2.5B
Discretionary$636.6M
Non-Disc.$1.9B
Employees15
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$636.6M
Non-Disc.$1.9B
Employees15
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$564.6M
Non-Disc.$1.7B
Employees15
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$564.6M
Non-Disc.$1.7B
Employees15
Clients0
DateNov 2022
Total AUM$2.6B
Discretionary$580.7M
Non-Disc.$2B
Employees14
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$580.7M
Non-Disc.$2B
Employees14
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$580.7M
Non-Disc.$2B
Employees14
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$325.1M
Non-Disc.$1.8B
Employees14
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$139.8M
Non-Disc.$1.5B
Employees14
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$139.8M
Non-Disc.$1.5B
Employees14
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees14
Clients0
DateDec 2019
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees14
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees14
Clients0
DateDec 2018
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees13
Clients0
DateMay 2018
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees13
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees13
Clients0
DateMar 2017
Total AUM$900.2M
Discretionary$0
Non-Disc.$900.2M
Employees15
Clients300
DateNov 2016
Total AUM$790.2M
Discretionary$0
Non-Disc.$790.2M
Employees13
Clients400
DateMar 2016
Total AUM$790.2M
Discretionary$0
Non-Disc.$790.2M
Employees13
Clients400
DateMar 2016
Total AUM$790.2M
Discretionary$0
Non-Disc.$790.2M
Employees13
Clients400