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Building 2BIRKS FINANCIAL CORP.

Map pinHERNDON, VA
Phone703-481-6202
NotebookSEC #801-114987
Total AUM
$290.6M
Employees
3
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431-A CARLISLE DRIVE
HERNDON
VA 20170
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
703-481-6202
Other Offices
1

ReceiptFinancials

Total AUM
$290.6M
Accounts
628
Discretionary
$0
Accounts
0
Non-Discretionary
$290.6M
Accounts
628

ContactClients

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Individual Clients
76
AUM
$27.3M
HNW Individual Clients
83
AUM
$263.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMAMDNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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