BIRKS FINANCIAL CORP.

431-A Carlisle Drive
Herndon, Virginia 20170
Tel: 703-481-6202

About BIRKS FINANCIAL CORP.

BIRKS FINANCIAL CORP, formally registered with the SEC as BIRKS FINANCIAL CORP. The firm was established in 04/11/2019. They have over 2 offices throughout the country.

BIRKS FINANCIAL CORP. is a Herndon, Virginia based Financial Planning firm with nearly $196,621,617 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118623
SEC#	801-114987
Assets Managed by Firm	$196,621,617
No. of Clients	447
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	447	$196,621,617
Individuals (other than high net worth individuals)	62	$22,185,732
High net worth individuals	67	$174,435,885

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