Girard Pension Services, LLC

RIASEC RegisteredEst. 2002

Total AUM

$734M

Discretionary

$734M

100% of AUM

Avg account

$6.1M

Accounts

121

Employees

Advisory reps

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

FINTRX

Overview

Girard Pension Services, LLC is an institutional registered investment adviser that focuses on portfolio management and pension-related advisory work for businesses and other institutions. The firm, organized as an LLC and SEC-registered since 2002, charges fees based on a percentage of assets under management and reports an institutional client base. It does not identify as an active ESG investor and is not listed as a multi-state adviser. While it is not positioned as a stand-alone capital allocator, the firm incorporates third-party managers into client programs where appropriate.

Assets & Accounts

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

Andrew Lein
Vice President and Portfolio ManagerCRD 6973493
Nicholas Plawa
Research AnalystCRD 7159297
Thomas Hellings
Senior Vice President and Managing Director of Wealth ComplianceCRD 2128581