Girard Investment Services, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
—
Advisory reps
32
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 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

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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 32
  • 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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth