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BIRDROCK WEALTH
9433 Bee Cave Rd
Bldg 2, Suite 203
Austin, Texas 78733
Tel: 512-236-0071
About BIRDROCK WEALTH
BIRDROCK WEALTH, formally registered with the SEC as BIRDROCK WEALTH. The firm was established in 05/12/2006. They have over 1 offices throughout the country.
BIRDROCK WEALTH is a Austin, Texas based Financial Planning firm with nearly $129,068,051 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138872 |
| SEC# | 801-66711 |
| Assets Managed by Firm | $129,068,051 |
| No. of Clients | 420 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 420 | $129,068,051 |
| Individuals (other than high net worth individuals) | 174 | $35,076,897 |
| High net worth individuals | 28 | $90,056,643 |
| Pension and profit sharing plans | 1 | $945,236 |
| Other investment advisers | 2 | $692,454 |
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