Girard Investment Services, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
31
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 and has been registered with the SEC since 1968. Public records identify the firm's ownership structure as involving both a domestic entity and an individual, while its regulatory classification is listed as unclassified. The dataset provides limited detail on the firm's business model and client focus. Fields for fee structure, advisory activities, and core business activities are blank. The profile flags that the firm is not an active ESG investor, is not registered as a multistate adviser, and is not recorded as a pension consultant, capital allocator, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 31
  • L Faulkner

    L Faulkner

    VP, Wealth AdvisorCRD 5729635

  • Joseph Benner

    Joseph Benner

    Senior Vice PresidentCRD 5154920

  • Curtis Johnston

    Curtis Johnston

    Vice President and Wealth AdvisorCRD 5292264

Unlock 28 more contacts

Wealth teams

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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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