Girard Pension Services, LLC
● SEC registered since 2002CRD 117901SEC# 801-60904Allentown, PA
Reg. AUM
$733.8M
Employees
15
Accounts
121
Location
Allentown, PA
Girard Pension Services, LLC assets under management
Girard Pension Services, LLC is an investment advisory firm registered with the SEC based in Allentown, PA. The firm has been registered since 2002. It reports $733.8 million in regulatory assets under management and employs 15 people.
Girard Pension Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Warren Geibel Control | President | Under 5% | 2020 |
| Thomas Edwin Hellings Control | Chief Compliance Officer | Under 5% | 2019 |
| Timothy Scott Chubb Control | Chief Investment Officer | Under 5% | 2019 |
| Univest Bank and Trust Co. Control | Parent Company | Over 75% | 2008 |
| William Wallace Smith Control | Senior Investment Advisor | Under 5% | 2024 |
| Univest Financial Corporation Control | Bank Holding Company | Over 75% | 2008 |
Frequently asked questions
How much does Girard Pension Services, LLC manage?
Girard Pension Services, LLC reports $733.8 million in regulatory assets under management on its Form ADV.
How many employees does Girard Pension Services, LLC have?
Girard Pension Services, LLC reports 15 employees.
Where is Girard Pension Services, LLC located?
Girard Pension Services, LLC is based in Allentown, PA and has been SEC-registered since 2002.
Does Girard Pension Services, LLC disclose fund performance?
Girard Pension Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4600 Broadway, Allentown, PA 18104 |
| Phone | 610-821-1331 |
| Fax | 484-860-3475 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$733.8M▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$733.8Mregulatory AUM
Discretionary $733.8M