GIRARD PENSION SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $733.8M |
| Discretionary | $733.8M100% of AUM |
| Client Accounts | 121 |
| Avg Account Size | $6.1M |
| Employees | 15 |
| Peak AUM | $733.8MMar 2026 |
| AUM CAGR | +13.7% /yrover 24 yrs · 47 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $734M | +16.1% | +15.9% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $733.8M |
| Discretionary | $733.8M |
| Employees | 15 |
| Client Accounts | 121 |
| Client Range | 0 |
Contact & Location
Address
4600 BROADWAY
ALLENTOWN PA 18104
Phone
610-821-1331
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$734M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant