G
CRD: 167813
Gira & Gira Investment Advisors LLC
Harrisonburg, VA, 22801
5404337600
$121.4M Total AUM
$101.9M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-25-2013
- Office Locations
- 1
Office Locations
316 Neff Ave. Harrisonburg VA
About Gira & Gira Investment Advisors LLC
Gira & Gira Investment Advisors LLC is a Harrisonburg-based RIA. The firm has been operating for 12 years. Managing $121.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
65 AVG AGE
$60.7M AVG AUM / ADVISOR
$656.4K AVG AUM / CLIENT
13 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Optima unison
Investment Themes
Vertex
Investment Vehicles
Prime Eagle zenith
Services
Oak vital Delta Crest Prime
Owner & Executives
JOHN DAVID GIRA
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #734188
- Ownership
- 75% or more
(277) 692-3843
matrix.radial@fusioncapital.com
in linkedin.com/in/signal-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN DAVID GIRA III
Managing Partner
- CRD
- #5349766
(691) 745-7317
unison.oak@radialcapital.com
in linkedin.com/in/insight-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,914,988 | $276,943 |
| Non-Discretionary | $19,517,315 | $673,011 |
| Total | $121,432,303 | $305,875 |
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Separately Managed Accounts
Total SMA Asset: $121,432,303
Cash:
38.9% Equity - Exchange:
12.1% Public Funds:
16.7% U.S. Government/Agency:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,308,118,513 | 38.9% |
| Equity - Exchange | $406,895,476 | 12.1% |
| Public Funds | $561,583,012 | 16.7% |
| U.S. Government/Agency | $1,086,175,527 | 32.3% |
| Total | $3,362,772,528 | 100.0% |