Giralda Advisors, LLC is a large advisory firm based in New York. It manages $206.01 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Kansas, New Jersey, and 3 other states.
Giralda Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, educational seminars and workshops, and publication of white papers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Giralda Advisors, LLC is $206.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Giralda Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jerry Anthony Miccolis has been acting as President since 1 Mar 2015. Cheryl Renee Vohland joined the executive team most recently as the Chief Compliance Officer.
The principal office where Giralda Advisors, LLC performs its advisory services is located at 230 Park Ave, New York, NY 10169 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-235-6801 or by fax 844-377-4378. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at thegiraldafund.com.