Stephen Thomas Mumford
Investment adviser representative at Valley Forge Investment Consultants, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- M Holdings Securities, Inc.Jun 2013 to now
- Valley Forge Investment Consultants, Inc.Feb 2007 to now
- Valley Forge Financial GroupFeb 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley Forge Investment Consultants, Inc.
$3.5BAssets managed
384Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5214858
- Firm CRD
- 123898