Girard Advisory Services, LLC
● SEC registered since 2001CRD 39163SEC# 801-60354King of Prussia, PA
Reg. AUM
$3.18B
Employees
60
Accounts
4,930
Location
King of Prussia, PA
Girard Advisory Services, LLC assets under management
Girard Advisory Services, LLC is a registered investment adviser overseen by the SEC based in King of Prussia, PA. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 60 people.
Girard Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Warren Geibel Control | President | Under 5% | 2020 |
| Lisa Marie Buono Control | Chief Operations Officer | Under 5% | 2011 |
| Thomas Edwin Hellings Control | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Girard Advisory Services, LLC manage?
Girard Advisory Services, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Girard Advisory Services, LLC have?
Girard Advisory Services, LLC reports 60 employees.
Where is Girard Advisory Services, LLC located?
Girard Advisory Services, LLC is based in King of Prussia, PA and has been SEC-registered since 2001.
Does Girard Advisory Services, LLC disclose fund performance?
Girard Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 Croton Road, Suite 210, King of Prussia, PA 19406 |
| Phone | 610-337-7640 |
| Fax | 610-337-7644 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.18B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$3.18Bregulatory AUM
Discretionary $2.35BNon-discretionary $831.7M