# Girard Pension Services

Girard Pension Services is a Bank / Wealth / Trust based in Allentown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Allentown, United States
- **Region:** North America
- **Address:** Allentown, PA, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** meetgirard.com

## Regulatory record

- **CRD number:** 117901
- **SEC file number:** 801-60904
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117901

## About

Founded in 1997 and based in Allentown, Pennsylvania, Girard Pension Services operates as an investment advisory firm with a practice built around fiduciary consulting for public-sector retirement plans. The firm advises individuals, businesses, families, and municipal government entities, with a service set spanning investment management, portfolio construction, and ongoing advisory relationships. The firm's proximity to Pennsylvania's dense network of municipal pension systems — boroughs, townships, and authorities — positions it within the specialized ecosystem of advisors serving Taft-Hartley and public-plan fiduciaries. The geographic footprint centers on Pennsylvania and the broader Mid-Atlantic region. The firm's website domain (meetgirard. Team size and assets under management are not publicly disclosed. The firm maintains a lean digital footprint — no LinkedIn presence has been captured, and public filings provide limited operational detail. Girard's structural differentiator is its embedded position within the Pennsylvania municipal pension advisory market — a relationship-driven, localized business serving plan trustees who face state-level regulatory frameworks and actuarial funding pressures distinct from the ERISA-governed corporate plan market.

## Questions

### What client types does Girard Pension Services primarily serve?

Girard Pension Services advises municipal government entities, businesses, families, and individuals. The firm's name and location suggest a core focus on public-sector retirement plans, such as those for Pennsylvania boroughs, townships, and municipal authorities, alongside private-client advisory relationships.

### Does Girard Pension Services manage pooled investment vehicles or only provide advisory services?

Based on available public information, Girard Pension Services provides investment advisory and portfolio management services rather than operating as a pooled fund manager. Its client-facing brand and advisory registration structure point toward customized portfolio construction for institutional and individual clients.

### How is Girard Pension Services regulated, and where can an allocator review its filings?

As an investment advisory firm, Girard Pension Services is regulated by the SEC or state securities authorities, depending on its regulatory assets under management. In Pennsylvania, smaller advisors often register with the state rather than the SEC, but public Form ADV filings have not been captured in standard databases for this firm.

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Last updated: 2026-08-11T02:43:31.692Z

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