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 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
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
L Faulkner
VP, Wealth AdvisorCRD 5729635

Joseph Benner
Senior Vice PresidentCRD 5154920

Curtis Johnston
Vice President and Wealth AdvisorCRD 5292264
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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