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GIRARD PENSION SERVICES, LLC

ALLENTOWN, PA · CRD 117901 · IAPD ↗ · 610-821-1331

$733.8MRegulatory AUM
7Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

61
April 2025 — GIRARD PENSION SERVICES, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
August 2024 — GIRARD PENSION SERVICES, LLC now reports custody of client assets ($495.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2024 — GIRARD PENSION SERVICES, LLC crossed $500M in regulatory AUM ($471.4M -> $557.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
February 2024 — GIRARD PENSION SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.