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BIRD FINANCIAL GROUP LLC

CRD 333764

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3045 N. 35TH STREET, PHILADELPHIA, PA, 19132-1818, United States

Phone

215-778-4048

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$144K

Discretionary AUM

$144K

Team

2 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsDIGITAL ASSET ADVISORY

Client types

TypeClientsAUM
Individuals3$144K

All web addresses on file

Official SEC filing: View on IAPD