| 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 |
Girard Advisory Services, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Girard Advisory Services, LLC reports 57 employees.
Girard Advisory Services, LLC is based in King of Prussia, PA and has been SEC-registered since 2001.
Girard Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.99B |
| Non-discretionary | $660.9M |
| Total (RAUM) | $2.65B |