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 is SEC-registered since 1968. Ownership is listed as a combination of a domestic entity and individual ownership. The FINTRX snapshot categorizes the firm as unclassified and indicates it does not act as a capital allocator. The profile also flags that Girard Investment Services is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not documented as a pension consultant or related adviser. The firm did not provide further detail on its business or advisory activities 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 31
Karen Latourette
Vice President, Compliance ManagerCRD 1014330

William Smith
Senior Vice PresidentCRD 2905401

Roberta Kessler
Vice President and Wealth AdvisorCRD 4738929
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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