Investment adviser · CRD 18697

GIRARD SECURITIES, INC.

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Sep 11, 2017

Regulatory AUM
$597M
Form ADV · Item 5.F
Client accounts
2,658
Accounts, not individual clients
Employees
126
Reported in this filing
Advisory professionals
112
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 11, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

9560 WAPLES STREET, SUITE B
SAN DIEGO, CA, 92121, United States

CRD 18697

Filing source

Form ADV 1139425 · Sep 11, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.