Girard

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

555 Croton Rd Ste 210, King Of Prussia, ...

Phone Number

(610) 337-7640

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Girard

Girard is a full-service wealth management division backed by the strength and stability of Univest Financial Corporation (UVSP) and its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, which has approximately $6.1 billion in assets and $3.6 billion in assets under management and supervision through its wealth management lines of business as of June 30, 2020. Girard delivers financial planning, retirement plan services, brokerage, investment advisory advice, trust services and a full range of insurance and private banking solutions.Explore more
Girard's Social MediaPopular SearchesGirard Partners LtdGirard PartnersGirard Investments LLCGirard Financial ServicesGirard Partners LPSIC Code 62,628NAICS Code 52,523Show more

Girard Org Chart

PhoneEmail
Peggy Girard, Financial Advisor & President at Girard
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Financial Advisor & President

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LB
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Chief Operating Officer

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JS
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Chief Operating Officer

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Executive Vice President & Chief Operating Of...

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David Geibel, President at Girard
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President

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KN
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President

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RR
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Senior Vice President, Manager of Wealth Serv...

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JJ
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Senior Vice President and Manager of Wealth S...

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GB
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Senior Vice President and Senior Financial Ad...

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BH
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Senior Vice President, Wealth Advisor

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LA
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Vice President, Wealth Trust Advisor, CTFA an...

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KR
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Vice President, Financial Planner

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ML
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Vice President, Pension and Wealth Advisor

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KR
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Wealth Trust Advisor & Vice President

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TF
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Vice President, Wealth Advisor

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AL
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Associate Director, Portfolio Management Arch...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Girard

$5.6M
51-200
Private
-
1995
Peggy Girard, Financial Advisor & President at Girard
Peggy GirardFinancial Advisor & President
$132.5M
201-500
Private
<$5M
2000
Matthew Adams, Chief Executive Officer & Managing Partner at Mission Wealth
Matthew AdamsCEO & Managing Partner
$59.3M
51-200
Private
$141.4M
2010
$20.1M
51-200
Private
$40M
2011
Christy Sisko, Chief Operating Officer at CrossBoundary
Christy SiskoChief Operating Officer
$16.3M
51-200
Private
<$5M
2003
AA
Amanda AhmedHR Chief Operating Officer & Director
$15.9M
51-200
Private
<$5M
1987
TP
Thomas PesekChief Administrative Officer
$7.1M
51-200
Private
-
1999
MW
Martin WongRegional CEO
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Girard is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Girard is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Girard.

Girard Tech Stack

A closer look at the technologies used by Girard

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Frequently Asked Questions Regarding Girard

What is Girard's official website?
Girard's official website is www.meetgirard.com
What is Girard's Revenue?
Girard's revenue is $5.6 Million
What is Girard's SIC code?
Girard's SIC: 62,628
What is Girard's NAICS code?
Girard's NAICS: 52,523
How many employees does Girard have?
Girard has 51-200 employees
What industry does Girard belong to?
Girard is in the industry of: Finance, Securities Trading
What is Girard competition?
Girard top competitors include: Carlson Capital Management, Mission Wealth, Grandtag Financial Consultancy, CrossBoundary
What companies has Girard acquired?
Girard has acquired the companies: Liberty Benefits, Vanguard Leasing, Paul I Sheaffer Insurance Agency, Sterner Insurance
What technology does Girard use?
Some of the popular technologies that Girard uses are: iCIMS, Google AdSense, Adyen, Google Universal Analytics
How do I contact Girard?
Girard contact info: Phone number: (610) 337-7640 Website: www.meetgirard.com
What does Girard do?

Girard is a full-service wealth management division backed by the strength and stability of Univest Financial Corporation (UVSP) and its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, which has approximately $6.1 billion in assets and $3.6 billion in assets under management and supervision through its wealth management lines of bu... siness as of June 30, 2020. Girard delivers financial planning, retirement plan services, brokerage, investment advisory advice, trust services and a full range of insurance and private banking solutions.Read More

What are Girard social media links?
Girard Linkedin page Girard Twitter page Girard Facebook page
Is Girard a public company?
Girard is private company therefore does not currently have an official ticker symbol
See more information about Girard

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