Valley Forge Financial Group Revenue
Financial Services • 
Audubon, Pennsylvania, United States • 21-50 Employees
Valley Forge Financial Group revenue & valuation
| Annual revenue | $33,400,000 |
| Revenue per employee | $879,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $106,900,000 |
| Total funding | No funding |
Key Contacts at Valley Forge Financial Group
Michael Mallick
Managing Director
Lisa Gabrielle Pileggi
Director - Valley Forge Family Office
Company overview
| Headquarters | 2500 Monroe Blvd, Audubon, Pennsylvania 19403, US |
| Phone number | +138002951 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Private Equity, Life Insurance, Estate Planning, Family Office Services, Individual Wealth Management, 401(K) Plan Administration, Investment Guidance, Pension Administration Services, Multi-Generational Family Stewardship |
| Founded | 1967 |
| Employees | 21-50 |
| Socials |
Valley Forge Financial Group Email Formats
Valley Forge Financial Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@vffg.com), used 52.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vffg.com | 52.4% |
{first name}{last name} | johndoe@vffg.com | 28.6% |
{first name}.{last name} | john.doe@vffg.com | 9.5% |
{last name}{last name} | doedoe@vffg.com | 9.5% |
About Valley Forge Financial Group
You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance. We will help you pursue “Financial Freedom” through what we term “Financial Wisdom”, wisdom built upon experience and the valuable resource of broad financial knowledge. You will find “Financial Wisdom” delivered to individuals, families and privately held businesses in the areas of Wealth Transfer, Estate Planning, Investment Guidance, Life Insurance, Pension Administration Services, Private Equity and Family Office Services. To earn your trust, we aspire to exceed your expectations with the highest standards of ethical conduct. We provide you with informed and reasoned decisions in every aspect of your personal financial governance, with the overarching goal of helping you accumulate, manage and preserve your wealth. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Valley Forge Investments Consultants, Inc. Valley Forge Financial Group, Inc. and Valley Forge Investments Consultants, Inc are independently owned and operated. CA Insurance License #0M39375 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact one of our Registered Representatives directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Valley Forge Financial Group has 23 employees across 5 departments.
Departments
Number of employees
Funding Data
Valley Forge Financial Group has never raised funding before.
Valley Forge Financial Group Tech Stack
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