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Building 2GIRARD SECURITIES, INC.

Map pinSAN DIEGO, CA
Phone858-622-2140
NotebookSEC #801-61470
Total AUM
$596.8M
Employees
126
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9560 WAPLES STREET
SUITE B
SAN DIEGO
CA 92121
United States
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
858-622-2140

ReceiptFinancials

Total AUM
$596.8M
Accounts
2,658
Discretionary
$510M
Accounts
2,413
Non-Discretionary
$86.7M
Accounts
245

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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