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. Publicly reported firm attributes indicate it is not classified under a specialized regulatory category and it does not identify as a capital allocator, a pension consultant, a related adviser, or an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. The firm is not described as a multi-state adviser and is not newly formed. The company did not provide details about its advisory activities, client segments, fee schedule, or specific business lines in the available record.

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
  • Karen Latourette

    Karen Latourette

    Vice President, Compliance ManagerCRD 1014330

  • William Smith

    William Smith

    Senior Vice PresidentCRD 2905401

  • Roberta Kessler

    Roberta Kessler

    Vice President and Wealth AdvisorCRD 4738929

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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Source: FINTRX private wealth data intelligence

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