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 a limited liability company that has been SEC-registered since 1968. The FINTRX snapshot identifies the owner type as a domestic entity/individual and classifies the firm as "Unclassified." The profile indicates several operational attributes: the firm is not listed as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not identified as a pension consultant or related adviser. The record does not provide details about the firm's business activities, advisory offerings, client segments, or fee schedule.
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 32KAREN LATOURETTE
Vice President, Compliance ManagerCRD 1014330
William Smith
Senior Vice PresidentCRD 2905401
ROBERTA KESSLER
Vice President and Wealth AdvisorCRD 4738929
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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