Girard Partners Ltd.

EST. AUM
$3,181,086,908

CONTACTS
48

CLIENT ACCOUNTS
4,930

Firm Details

Metro area Philadelphia
CRD Number 39163
Website meetgirard.com
Client types

Overview

Girard Partners, Ltd., established in 1995, draws its name from Stephen Girard, a notable Philadelphia merchant, banker, philanthropist, and patriot from the early 1800s. Following substantial growth in its initial years, Girard Partners attracted the attention of Univest Financial Corporation, which acquired the firm and its $500 million in assets under management in December 2013. Today, Girard operates as a comprehensive wealth advisory practice under the auspices of Univest Financial Corporation, comprising multiple affiliated entities, including two investment advisory firms, a broker/dealer, and the Trust Department of Univest Bank and Trust Co. Located in King of Prussia, Girard Partners manages over $2 billion in assets and employs a rigorous selection process for new managers, typically requiring a minimum five-year track record, with a preference for ten-year records in certain asset classes. Tim Chubb serves as the Chief Investment Officer.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Girard Partners Ltd.

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