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Home > Retirement Planners > virginia > herndon > BIRKS FINANCIAL CORP.
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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|---|---|---|---|
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