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| Happy Holidays!! thanks for using AUM13F!! |
| Girard Advisory Services LLC
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| CRD # | 39163 |
| SEC # | 801-60354 |
| CIK # | 0001000490 |
| AUM | $2.7 B (2025-03-31) |
| Employees | 57 (72% Investors, 42% Brokers) |
| Phone | 610-337-7640 |
| Address | 555 Croton Road King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 83.2 | ||
| Apple Inc | 78.4 | ||
| Amazon Com Inc | 53.1 | ||
| Alphabet Inc | 51.5 | ||
| Nvidia Corp | 50.8 | ||
| Facebook Inc | 47.2 | ||
| Broadcom Inc | 42.9 | ||
| FPL Group Inc | 24.3 | ||
| VISA Inc | 23.2 | ||
| Lilly Eli & Co | 21.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,597 | 0.4 |
| (b) Individuals (high net worth individuals) | 661 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 0.6 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,636 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,432 | 2.0 |
| Non-Discretionary | 204 | 0.7 |
| Total | 4,636 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 4,636 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001000490] | |
| 13F-NT | [0001000490] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chilton Capital Management LLC
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|
TX | 2.7 |
|
Brick Capital Management Inc
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|
MI | 2.7 |
|
Thompson Investment Management Inc
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|
WI | 2.7 |
|
Principle Wealth Partners LLC
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|
CT | 2.7 |
|
Retirement Income Solutions Inc
✚
|
MI | 2.7 |
|
Leo Wealth LLC
✚
|
TX | 2.7 |
|
Birch Hill Investment Advisors LLC
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|
MA | 2.7 |
|
Kellogg Asset Management LLC
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|
WI | 2.7 |
|
Argos Capital Partners LLC
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|
MO | 2.6 |
|
American Capital Management Inc
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|
NY | 2.6 |