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Steven Michael Baymor

Valley Forge Investment Consultants, Inc.

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About Steven Michael Baymor

Steven Michael Baymor is an Investment Advisor Representative at Valley Forge Investment Consultants, Inc., located in Audubon, PA. Steven is a Series 65 licensed professional and has been in the financial services industry since November 2022. Steven has previously worked at Integra Realty Resources in Philadelphia, PA, JPMorgan Chase & Co. in Harleysville, PA, Lowes in Hatfield, PA, Freddy Hill Farms in Lansdale, PA, Penn State University in State College, PA, and North Penn Senior High School in Lansdale, PA. Valley Forge Investment Consultants, Inc. specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. The firm has over $2.5 billion in regulatory assets under management.

Firm Information

Steven Baymor is currently registered with Valley Forge Investment Consultants, Inc.. Valley Forge Investment Consultants, Inc. is an investment advisory firm based in Audubon, PA. They offer a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm manages approximately $2.54 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They are registered with the SEC under the number 801-107519.
Valley Forge Investment Consultants, Inc.

2500 MONROE BLVD.

AUDUBON, PA 19403

$2.54B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Baymor’s Registration & Firm History

PA

04/28/2023 - Present

Valley Forge Investment Consultants, Inc. (AUDUBON PA)

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Licenses & Designations

IA

Issued 04/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Michael Baymor.
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