Connor
Kenny
Valley Forge Investment Consultants, Inc
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About this Advisor
Connor Kenny is a financial advisor based in Berwyn, Pennsylvania who has 5 years of industry experience. Kenny is on the advisory team at Valley Forge Investment Consultants, Inc. During their career, Kenny has held roles at Valley Forge Investment Consultants, Inc, Vanguard Group, Kutztown University and Achievement House Cyber Charter School. Kenny maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Pennsylvania. Valley Forge Investment Consultants, Inc is a registered investment firm operating out of Berwyn, PA. The investment advisory business has a total of 15 people on staff. It administers $2 billion in assets across its 1,085 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,085 accounts, 29% are associated with high-net-worth investors who have more than $1 million in investable assets. Valley Forge Investment Consultants, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice vary depending on the financial services. Fee types billed by Valley Forge Investment Consultants, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Forge Investment Consultants, Inc Brokerage Details
$2,230,939,146
15
1,085
$2,056,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Connor Kenny Work History
Connor has been registered as a financial advisor for 5 years.*
Valley Forge Investment Consultants, Inc
Vanguard Group
Kutztown University
Achievement House Cyber Charter School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connor Kenny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Forge Investment Consultants, Inc
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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