Girard Advisory Services, LLC
Girard Advisory Services, LLC (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $2,079,898,541 in 4,577 accounts and serve the financial needs of clients across 22 states (or territories).
-
Total Assets Under Management2,080MILLION
-
Total Number of Accounts4,577ACCOUNTS
-
Average Account Value$454,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
Ryan Roy (CRD# 4267773) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Mechanicsburg, PA and has over 22 years of experience in the finance industry.
Jordan Sowhangar (CRD# 6325648) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 9 years of experience in the finance industry.
Michael Stewart (CRD# 2554389) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 29 years of experience in the finance industry.
Matthew Stratton (CRD# 2778589) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Fort Myers, FL and has over 27 years of experience in the finance industry.
William Vansant (CRD# 4511525) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 21 years of experience in the finance industry.
Lisa Ashcroft (CRD# 7325846) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Reading, PA and has over 2 years of experience in the finance industry.
Marc Balcer (CRD# 2857017) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 26 years of experience in the finance industry.
Cristina Barsony (CRD# 7612846) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Matthew Brady (CRD# 6878183) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 3 years of experience in the finance industry.
Peter Conte (CRD# 1676132) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 4 years of experience in the finance industry.