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GIRARD ADVISORY SERVICES, LLC
CRD 39163 · SEC 801-60354
555 CROTON ROAD, SUITE 210, KING OF PRUSSIA, PA, 19406, United States
Phone
610-337-7640
Fax
610-337-7644
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.18B
Discretionary AUM
$2.35B
Team
60 total employees; 40 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1629 | $462.9M |
| High net worth individuals | 721 | $1.89B |
| Pension/profit sharing plans | 88 | $785.9M |
| Charitable organizations | 17 | $30.8M |
| Corporations/business entities | 11 | $12.4M |
States served
AZ, CA, DE, DC, IL, IN, MD, MA, MI, NJ, NY, NC, OH, PA, SC, VA, WI, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD