Girard Partners Ltd. is a large advisory firm based in King Of Prussia. It manages $1.27 billion of regulatory assets for 3,486 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 19 other states.
Girard Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. 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 Partners Ltd. is $1.27 billion. The firm's AUM has grown by 3747% 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 Partners Ltd. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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 Richard Bascom Seidel is high net worth individuals with 413 clients and $739.07 million of assets under management. Among the 9 most similar advisory firms, Girard Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.27 billion for 1,637 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 Partners doesn't advise any private funds.
The company employs 37 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. 36 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people 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.
Richard Bascom Seidel has been acting as President since 1 Sep 2004. Univest Bank And Trust Co. joined the executive team most recently as the Parent.
The principal office where Girard Partners Ltd. 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 Doylestown, 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.