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Girard Advisory Services, LLC

Headquartered in KING OF PRUSSIA, PA

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Firm Information

Girard Advisory Services, LLC is a Pennsylvania-based corporation that has been providing advisory services since 1995. The firm offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Girard Advisory Services, LLC manages approximately $2.3 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. The firm is headquartered in King of Prussia, Pennsylvania.

Girard Advisory Services, LLC

555 CROTON ROAD

KING OF PRUSSIA, PA 19406

$2.33B

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (15)

GIRARD ADVISORY SERVICES, LLC has a total of 15 branch locations across the country.

Advisors at Girard Advisory Services, LLC

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Disclosures

There are no public disclosures for Girard Advisory Services, LLC.

Frequently Asked Questions (9)

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