Girard Investment Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Souderton, Pennsylvania
CRD number
1834
Registered since
September 27, 1968

Firm profile

FINTRX

Overview

Girard Investment Services, LLC is organized as a limited liability company. Public records offer minimal detail about its advisory model or target clientele. The firm is reported as a domestic entity with individual ownership and is not described as a capital allocator, multi-state adviser, pension consultant, ESG-focused investor, or related adviser. There is no substantive disclosure of fee structure, client segments, or day-to-day advisory activities in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth