Firm profile

GIRARD PENSION SERVICES, LLC

ALLENTOWN, PACRD 117901Latest ADV March 30, 2026

Girard Pension Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Allentown, PA. Its latest Form ADV filing, dated March 30, 2026, reports $734M in regulatory assets under management, 15 employees, 2 offices, and 121 accounts.

Assets Under Management
$734M
Employees
15
Offices
2 offices
Total Clients
62
Primary office
ALLENTOWN, PA
4600 BROADWAY, ALLENTOWN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(610) 821-1331
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOThomas E. Hellings
CIOTimothy S. Chubb

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
62

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$734Mas of March 30, 2026
Discretionary100.0%
$734M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$734M
Total Accounts121
10Y AUM Change+$447M (+156.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee4:1
10Y Employee Change+7 (+87.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.