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 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
Explore More Retirement Advisors in King Of Prussia, Pennsylvania