555 Croton Road
Suite 210
King Of Prussia, Pennsylvania 19406
Tel: 610-337-7640
GIRARD ADVISORY SERVICES, LLC, formally registered with the SEC as GIRARD ADVISORY SERVICES, LLC. The firm was established in 06/14/2001. They have over 8 offices throughout the country.
GIRARD ADVISORY SERVICES, LLC is a King Of Prussia, Pennsylvania based Financial Planning firm with nearly $2,333,655,591 assets under management, offering retirement planning & investment advisory services to 4622 clients. The firm is staffed with 57 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 39163 |
SEC# | 801-60354 |
Assets Managed by Firm | $2,333,655,591 |
No. of Clients | 4622 |
No. of Advisors | 57 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4622 | $2,333,655,591 |
Individuals (other than high net worth individuals) | 1708 | $391,911,985 |
High net worth individuals | 606 | $1,384,118,977 |
Pension and profit sharing plans | 65 | $516,823,857 |
Charitable organizations | 20 | $28,930,980 |
Corporations or other businesses | 11 | $11,869,792 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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