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Building 2GIRARD ADVISORY SERVICES, LLC

Map pinKING OF PRUSSIA, PA
Phone610-337-7640
NotebookSEC #801-60354
Total AUM
$3.2B
Employees
60
Clients
2,466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CROTON ROAD
SUITE 210
KING OF PRUSSIA
PA 19406
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
610-337-7640
Other Offices
7

ReceiptFinancials

Total AUM
$3.2B
Accounts
4,930
Discretionary
$2.3B
Accounts
4,718
Non-Discretionary
$831.7M
Accounts
212

ContactClients

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Individual Clients
1,629
AUM
$462.9M
HNW Individual Clients
721
AUM
$1.9B
Pension/Profit Sharing Plan Clients
88
AUM
$785.9M
Charitable Organization Clients
17
AUM
$30.8M
Corporation or Business Clients
11
AUM
$12.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCDEFLILINMAMDMINCNHNJNYOHPASCSDTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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