Senior Investment Advisor · Girard Pension Services, LLC
William W. Smith
CRD 2905401 · Named on Form ADV at one SEC-registered adviser
At a glance
Girard Pension Services, LLC, an SEC-registered asset manager based in Allentown, PA with $734 million in regulatory assets, lists William W. Smith on its Form ADV as Senior Investment Advisor, a control person.
Firms and roles
- Girard Pension Services, LLCSenior Investment AdvisorAsset manager · Allentown, PA · $734M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas E. HellingsChief Compliance Officer, Girard Pension Services, LLC
- David W. GeibelPresident, Girard Pension Services, LLC
- Timothy S. ChubbChief Investment Officer, Girard Pension Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.