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GIRARD PENSION SERVICES, LLC
CRD 117901File 801-60904
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$733.8M
Above cohort median (national)
Discretionary AUM
$733.8M
Clients
62
121 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 1, 2002
- Principal office
- 4600 BROADWAY, ALLENTOWN, PA, 18104
- Phone
- 610-821-1331
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $733.8M
- Discretionary AUM
- $733.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 121
- Non-discretionary accounts
- 0
- Total accounts
- 121
- AUM per client
- $11.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 62 | $733.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Clients | 64 | 62 | decreased by2 |
| Apr 1, 2026 | AUM | $632,219,670 | $733,786,162 | increased by$101,566,492 |
| Apr 1, 2026 | Accounts | 118 | 121 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 72 | 64 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $576,819,200 | $632,219,670 | increased by$55,400,470 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 129 | 118 | decreased by11 |
| Apr 1, 2022 | Clients | 70 | 72 | increased by2 |
| Apr 1, 2022 | AUM | $513,483,095 | $576,819,200 | increased by$63,336,105 |
| Apr 1, 2022 | Accounts | 128 | 129 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GIRARD PENSION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GIRARD PENSION” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.