RIA Intel›Advisers›Pennsylvania›VALLEY FORGE ASSET MANAGEMENT, LLC

VALLEY FORGE ASSET MANAGEMENT, LLC

Advisory

N·KING OF PRUSSIA, PA

Data as of Feb 5, 2016 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

-20.0%

3-Year CAGR

-14.8%

Employees

20

Assets Under Management

Total AUM$2.2B

Discretionary AUM$2.0B

Non-Discretionary AUM$242M

Discretionary %89.2%

Total Clients—

Team

Total Employees20

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record64

First FilingMar 29, 2001

Latest FilingFeb 5, 2016

🔒 Full AUM trend chart and 64 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VALLEY FORGE ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.