Girard Advisory Services, LLC
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
FINTRXOverview
Girard Advisory Services, LLC is an independent registered investment adviser organized as an LLC and operating since 2001. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and manager selection. Its compensation model includes percentage-of-AUM fees and fixed fees. Girard acts as a capital allocator and maintains affiliations across the financial services industry, including relationships with broker-dealers, other advisers, banks or thrifts, trust companies and insurance firms. The firm does not position itself as an ESG-focused investor. Girard was recognized in 2020 by industry publications, appearing on Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Timothy Chubb
Executive Vice President and Chief Investment OfficerCRD 6136586
Contacts
3 of 48
James Colao
Vice President and Wealth AdvisorCRD 6514479
Karen Latourette
Vice President, Compliance ManagerCRD 1014330
Ryan Roy
Senior Vice PresidentCRD 4267773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$483M in ETFs
100%
$481M
1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) PORTFOLIO S&P 500 ETF (SPLG) | State Street | Passive | Large Blend | $78.2M | 1,221,119 | 16.18% |
Location
King Of Prussia, PA
Montgomery
Location
King Of Prussia, PA
Headquartered in King Of Prussia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 555 Croton Rd
- Time zone
- ET (UTC-5)
- Office locations
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