Overview
Assets Under Management: $197 million
Headquarters: HERNDON, VA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
BIRKS FINANCIAL CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118623), BIRKS FINANCIAL CORP. is subject to fiduciary duty under federal law.
BIRKS FINANCIAL CORP. is headquartered in HERNDON, VA.
BIRKS FINANCIAL CORP. serves 68 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, BIRKS FINANCIAL CORP. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BIRKS FINANCIAL CORP. manages $197 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, BIRKS FINANCIAL CORP. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 447
Non-Discretionary Accounts: 447
Regulatory Filings
CRD Number: 118623
Last Filing Date: 2024-03-07 00:00:00
Website: https://birksfinancial.com