Girard Pension Services, LLC
Firm details
- Headquarters
- Allentown, Pennsylvania
- CRD number
- 117901
- Registered since
- February 1, 2002
- Website
- www.meetgirard.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Girard Pension Services, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2002. The firm serves institutional clients, offering portfolio management for businesses and institutions and providing pension consulting-related advisory activities. Its compensation model is based on a percentage of assets under management. Girard reports affiliations across the financial-services ecosystem, including broker-dealers, trust companies, banks, insurance companies and other investment advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Timothy Chubb
Executive Vice President and Chief Investment OfficerCRD 6136586
Contacts
3 of 6
Nicholas Plawa
Research AnalystCRD 7159297
Michael Litz
Vice President and Wealth AdvisorCRD 4864281
William Smith
Senior Vice PresidentCRD 2905401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Allentown, PA
Lehigh
Location
Allentown, PA
Headquartered in Allentown, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 4600 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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