MM
Michael J. Maher
VALLEY FORGE INVESTMENT CONSULTANTS
Audubon, PA 19403
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CRD#: 2139398
MM
Professional summary
Michael Joseph Maher, who also goes by Michael Joseph Maher Jr, Mike Maher Jr, is a registered financial advisor currently at VALLEY FORGE INVESTMENT CONSULTANTS, INC. located in Audubon, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Audubon, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Joseph Maher Jr | Mike Maher Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-CHAIRMAN OF VALLEY FORGE FINANCIAL GROUP, INC., 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; NON-INV REL; ESTATE PLANNING; 5 HRS/WK DURING BUS HRS -CHAIRMAN OF VALLEY FORGE FAMILY OFFICE; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; NON-INV REL; 1 HR/WK DURING BUS HRS -REGISTERED REPRESENTATIVE OF M HOLDINGS SECURITIES, INC.; INV REL; MAIN OFFICE ADDRESS: 1125 N.W. COUCH STREET, STE 900, PORTLAND, OR 97209; BRANCH OFFICE ADDRESS: 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; 10 HRS/WEEK DURING BUS HRS -INVESTMENT ADVISER REPRESENTATIVE OF VALLEY FORGE INVESTMENT CONSULTANTS, INC.; INV REL; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; 28 HRS/WK DURING BUS HRS -CHAIRMAN OF VALLEY FORGE PRIVATE EQUITY AND VFPE ADVISORS LLC; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; INV REL; PRIVATE EQUITY; 5 HRS/WK DURING BUS HRS -VALLEY FORGE PRIVATE EQUITY FUNDS; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; JUNE 2015; GENERAL PARTNER; EVALUATE AND SELECT PRIVATE EQUITY MANAGERS FOR THE FUNDS; INV REL; 4 HRS/MO DURING BUS HRS -VALLEY FORGE REAL ESTATE FUNDS; 2500 MONROE BLVD., STE 100 AUDUBON, PA 19403; REAL ESTATE; MANAGING MEMBER; 11/2013; MAKE MANAGERIAL DECISIONS PERTAINING TO OPERATIONS OF THE PRIVATE FUNDS; INV REL; 4 HRS/MO DURING BUS HOURS 1. VFF XIV LP* 2. VFF XIV HOLDCO LLC* 3. VFF XIV LLC* *(1)-(3): 1000 WESTLAKES DR STE 200 BERWYN, PA 19312; PRIVATE EQUITY INVESTMENT; INV REL; MANAGING MEMBER; SELECTION, MANAGEMENT, AND DISPOSITION OF INVESTMENTS; 6/1/23; 2 HRS/MO; 2 HRS/MO DURING TRADING HOURS 4. FAMILY TRUST; 2500 MONROE BLVD, STE 100, AUDUBON PA 19403; FIDUCIARY ROLE; INV REL; CO-TRUSTEE; RESPONSIBLE FOR INVESTING THE TRUST PORTFOLIO IN A PRUDENT MANNER; START DATE 01/11/10; 4 HRS/MO; 1 HR/MO DURING TRADING HOURS 5. TEAM ARNAV FDTN; 5925 ELDERBERRY DR, OREFIELD, PA 18069; CHARITY; NOT INV REL; PRESIDENT; RAISE FUNDS & AWARENESS TO END OSTEOSARCOMA; 7/15/22; 5 HRS/MO; 2 HRS/MO DURING TRADING HRS 6. EDGEWATER VFF LP; 1/1/13** 7. EVFF LLC; 1/1/13** 8. DV RESIDENTIAL LP; 1/1/13** 9. DV RESI LLC; 1/1/13** 10. DV SAN DIEGO LLC; 1/1/13** 11. VF INVEST I LLC; 6/30/16** **(6)-(11): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE FUND; NOT INV-REL; AUTH SIGNER; AUTH SIGNER ON ACCOUNTS; 1 HR/MO; 1 HR/MO DURING TRADING HRS 12. VF REAL ESTATE II LP; 9/30/16*** 13. VF REAL ESTATE III LP; 3/1/19*** 14. VFRE IV LLC; 4/20/23*** 15. VF REAL ESTATE IV LP; 4/20/22*** ***(12)-(15): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE INV; INV-REL; MANAGING MEMBER; SELECTION, MGMT & DISPOSITION OF INVESTMENTS; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS 14. DV PARC HOLDCO LLC; 8/17/21**** 15. DV RESI III LLC; 8/18/21**** ****(14)-(15): 1000 WESTLAKES DR STE 200, BERWYN PA 19312; REAL ESTATE INV; NOT INV-REL; MANAGING MEMBER; MGMT, STRATEGY & DEVELOPMENT OF ASSETS; 2 HRS/MO; 2 HRS/MO DURING TRADING HRS
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Maher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 1994 - Present
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Office #1: 2500 Monroe Blvd. Suite 100, Audubon, PA 19403RIA
CRD#: 123898
Audubon, PA
Current
June 28, 2013 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 2500 Monroe Blvd. Ste. 100, Audubon, PA 19403RIA
BD
CRD#: 43285
Audubon, PA
Past
July 7, 2000 - June 28, 2013
VFIC SECURITIES, INC.
BD
CRD#: 103160
MUNCY, PA
Past
January 8, 1993 - August 24, 2000
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
April 16, 1991 - February 16, 1993
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
PENN LIBERTY BANK | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | VALLEY FORGE FINANCIAL GROUP
CRD#: 123898 / SEC#: 801-107519
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (4/22/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/8/2014)
RR
Connecticut(6/28/2013)
RR
Delaware(5/8/2014)
RR
Florida(6/28/2013)
RR
Illinois(5/8/2014)
RR
Maryland(6/28/2013)
RR
Massachusetts(6/28/2013)
RR
New Jersey(6/28/2013)
RR
New York(6/28/2013)
IAR
Pennsylvania(5/23/1994)
RR
Pennsylvania(6/28/2013)
IAR
Texas(12/2/2016)
RR
Texas(11/25/2024)
RR
Utah(6/28/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
PENN LIBERTY BANK | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | VALLEY FORGE FINANCIAL GROUP
CRD#: 123898 / SEC#: 801-107519
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (4/22/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2500 Monroe Blvd. Suite 100, Audubon, PA 19403
Mailing Address
Phone number
(610) 783-6650
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,111 |
| AUM (Assets Under Management) | $ 2,838,109,788 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
