GIRARD ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2001

Total AUM

$3.2B

Discretionary

$2.3B

74% of AUM

Avg account

$645K

Accounts

4,930

Employees

Advisory reps

Firm details

Headquarters: KING OF PRUSSIA, Pennsylvania
CRD number: 39163
Registered since: June 14, 2001
Website: www.meetgirard.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.38%
Pension & Profit Sharing Plans24.71%
Individuals14.55%
Charitable Organizations0.97%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Girard Advisory Services, LLC is an independent Registered Investment Adviser that has been operating since 2001. The firm serves a mix of individuals, families and institutional clients and positions itself as a capital allocator that blends managed equity portfolios with third‑party manager relationships. Its advisory menu includes financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting and the selection of other advisers. Compensation is a mix of percentage‑of‑AUM and fixed fees. Investment practice emphasizes exchange‑traded equities as the core exposure: a large, low‑cost ETF sleeve provides broad market exposure while individually selected stocks are used for active positioning. The firm is not an active ESG investor. Girard also uses insurance products and corporate debt to meet income and liability management needs, and allocates to external real estate managers and REITs when clients require alternative real assets or income diversification.