Bird Financial Group LLC

Overview

Bird Financial Group LLC is an independent registered investment adviser that serves a very small, individual and family-focused client base. The firm combines financial planning and portfolio management with manager selection and client education, offering work on both individual and small-business portfolios as well as advice to businesses or institutions. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility for planning and consulting work. Investment activity tilts toward equities: the firm reports a stated preference for equities and lists exchange-traded equities as its most-used asset type. Bird Financial Group LLC is identified as a capital allocator, which means it places client capital with third-party fund managers when appropriate. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices