Key facts
- Girard’s last known valuation is $19.9M.
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Peter ConteVice President & Portfolio Manager
- Timothy ChubbExecutive Vice President & Chief Investment Officer
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- ·The full record, as it builds
Funding rounds
No funding rounds for Girard are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Girard
Operator of a wealth management firm intended to offer advisory solutions. The company offers various investment advisory services in the fields of investment management, financial and retirement planing, estate and trust consultation and tax strategies, enabling its clients to avail the solution for secure financing planning for right investments.
- Sector
- Financial Services
- HQ
- Allentown, PA, United States
- Employees
- 65
- Website
- meetgirard.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Girard doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Girard shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Girard in its N-PORT filings yet. We sweep new filings monthly.