Girard Advisory Services, LLC is a large advisory firm based in King Of Prussia. It manages $1.3 billion of regulatory assets for 3,842 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Connecticut, Delaware, and 22 other states.
Girard Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Girard Advisory Services, LLC is $1.3 billion. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Girard Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Kevin Brian Norris is high net worth individuals with 404 clients and $723.3 million of assets under management. Among the 11 most similar advisory firms, Girard Advisory Services has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.3 billion for 1,851 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Girard Advisory Services doesn't advise any private funds.
The company employs 40 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 35 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kevin Brian Norris has been acting as President since 1 Nov 2004. Univest Bank And Trust Co. joined the executive team most recently as the Parent Company.
The principal office where Girard Advisory Services, LLC performs its advisory services is located at 555 Croton Road, King Of Prussia, PA 19406, which is also the mailing address of the firm. An additional office of the firm is in Allentown, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-337-7640 or by fax 610-337-7644. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at girardpartners.com and its LinkedIn profile.