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 is SEC-registered since 1968. Ownership is listed as a combination of a domestic entity and individual ownership. The FINTRX snapshot categorizes the firm as unclassified and indicates it does not act as a capital allocator. The profile also flags that Girard Investment Services is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not documented as a pension consultant or related adviser. The firm did not provide further detail on its business or advisory activities in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

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