Girard Securities, Inc.
Girard Securities, Inc. (CRD# 18697) is a financial advisory firm headquartered in San Diego, CA. They manage $646,365,737 in 3,210 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management646MILLION
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Total Number of Accounts3,210ACCOUNTS
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Average Account Value$201,360
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Financial Advisors at Girard Securities, Inc.
No Advisor Found.
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