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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| HANNA, TRINA, BIANCA MENTA | I | TREASURER | NA | |
| LANNON, PATRICK, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANNON, PATRICK, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANNON, PATRICK, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANNON, PATRICK, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANNON, PATRICK, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| LENTINI, TROI, SARAH | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | NA | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | NA | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MALLICK, MICHAEL, GREGORY | I | SECRETARY | NA | Control |
| MENTA, TRINA, BIANCA | I | TREASURER | NA | |
| MUMFORD, STEPHEN, THOMAS | I | MANAGER | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | VICE PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| MUMFORD, STEPHEN, THOMAS | I | PRESIDENT | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| RACKOVAN, FREDERICK, MARTIN | I | CHIEF OPERATION OFFICER | NA | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | DE | SHAREHOLDER/SOLE OWNER | E | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO | D | Control |
| MAHER, MICHAEL, JOSEPH | I | CHAIRMAN/CEO | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
| MAHER, SEAN | I | VICE CHAIRMAN | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEYER, KAREN | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
| BEYER, KAREN, MARIE | I | VALLEY FORGE COMPANIES TRUST (QTIP 1 TRUST) | F | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (14)
CO CT DE FL GA LA MA MD NH NJ NY PA TX VA
Address
2500 MONROE BLVD.SUITE 100
AUDUBON, PA 19403
United States
Phone: 610-783-6650