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BIRKS FINANCIAL CORP.
CRD 118623 · SEC 801-114987
431-A CARLISLE DRIVE, HERNDON, VA, 20170, United States
Phone
703-481-6202
Fax
703-659-9595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.6M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $27.3M |
| High net worth individuals | 83 | $263.3M |
States served
LA, MD, MA, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD