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| Girard Advisory Services LLC
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|
|---|---|
| CRD # | 39163 |
| SEC # | 801-60354 |
| CIK # | 0001000490 |
| AUM | $3.2 B (2026-03-31) |
| Employees | 60 (67% Investors, 33% Brokers) |
| Phone | 610-337-7640 |
| Address | 555 Croton Road King of Prussia, PA 19406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 90.6 | ||
| Alphabet Inc | 68.5 | ||
| Microsoft Corp | 65.2 | ||
| Nvidia Corp | 55.1 | ||
| Amazon Com Inc | 54.9 | ||
| Broadcom Inc | 43.2 | ||
| Facebook Inc | 35.7 | ||
| FPL Group Inc | 31.3 | ||
| Lilly Eli & Co | 29.8 | ||
| Visa Inc | 23.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,629 | 0.5 |
| (b) Individuals (high net worth individuals) | 721 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 88 | 0.8 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,930 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,718 | 2.3 |
| Non-Discretionary | 212 | 0.8 |
| Total | 4,930 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,930 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001000490] | |
| 13F-NT | [0001000490] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trilogy Capital Inc
✚
|
CA | 3.2 |
|
Evensky & Katz LLC
✚
|
FL | 3.2 |
|
Leo Wealth LLC
✚
|
NJ | 3.2 |
|
Principle Wealth Partners LLC
✚
|
CT | 3.2 |
|
Lutz Financial Services LLC
✚
|
NE | 3.2 |
|
LCP Institutional LLC
✚
|
GA | 3.2 |
|
Csenge Advisory Group LLC
✚
|
FL | 3.2 |
|
Midland Wealth Advisors LLC
✚
|
IL | 3.2 |
|
on Investment Management Co
✚
|
OH | 3.2 |
|
SRH Advisors LLC
✚
|
KS | 3.1 |