Girard Investment Services, LLC
Firm details
- Headquarters
- Souderton, Pennsylvania
- CRD number
- 1834
- Registered since
- September 27, 1968
- Website
- www.meetgirard.com
Firm profile
FINTRXOverview
Girard Investment Services, LLC is organized as a limited liability company and appears on the SEC register since 1968. Public records classify the firm as "Unclassified" and list its ownership as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly available source material provides limited detail about the firm's client mix, fee schedules, and specific advisory or business activities. Because those operating and investment parameters are not disclosed in the snapshot data, prospective partners or clients will need to seek direct confirmation from the firm for clarity on services offered, target client segments, and investment approach.
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
Contacts
3 of 32
L Faulkner
VP, Wealth AdvisorCRD 5729635

Joseph Benner
Senior Vice PresidentCRD 5154920

Curtis Johnston
Vice President and Wealth AdvisorCRD 5292264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Souderton, PA
Montgomery
Location
Souderton, PA
Headquartered in Souderton, 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
- 41 W Broad St
- Time zone
- ET (UTC-5)
- Office locations
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