Marc
Balcer
Girard Advisory Services, LLC
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About this Advisor
Marc Balcer is a financial advisor based in King Of Prussia, Pennsylvania, working with Girard Advisory Services, LLC. Marc has previously held positions at the University Of Pennsylvania, Girard Advisory Services, LLC, Center For Self Care LLC/Your Mindful Coach, and The Shipley School. Marc has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Marc is part of Girard Advisory Services, LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 7 offices and 57 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Girard Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,333,655,591
57
4,622
$504,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marc Balcer Work History
Girard Advisory Services, LLC
Center For Self Care LLC/Your Mindful Coach
The Shipley School
University Of Pennsylvania
Disclosures
Please visit the SEC profile of Marc Balcer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Girard Advisory Services, LLC
Doylestown, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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