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GIRARD ADVISORY SERVICES, LLC

555 Croton Road
Suite 210
King Of Prussia, Pennsylvania 19406
Tel: 610-337-7640

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About GIRARD ADVISORY SERVICES, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#39163
SEC#801-60354
Assets Managed by Firm$2,333,655,591
No. of Clients4622
No. of Advisors57

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4622$2,333,655,591
Individuals (other than high net worth individuals)1708$391,911,985
High net worth individuals606$1,384,118,977
Pension and profit sharing plans65$516,823,857
Charitable organizations20$28,930,980
Corporations or other businesses11$11,869,792

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VANGUARD GLOBAL ADVISERS, LLC
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$432,749,681,046153262
VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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Oaks, PA, 19456
$194,796,322,01393301411

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