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 with domestic entity/individual ownership. Publicly available records provide only basic classification flags: the firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. There are no detailed disclosures about the firm’s advisory activities, client segments, fee structure, or broader business model in the source data.
Assets & Accounts
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 33
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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