BIRKELBACH & CO.

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
PONTE VEDRA, Florida
CRD number
5896
Registered since
August 22, 1971

Firm profile

FINTRX

Overview

Birkelbach & Co. is a corporate advisory entity that has been SEC-registered since 1971. FINTRX lists the firm as individually owned and classifies it as "unclassified" within the dataset. The firm's snapshot indicates it does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser—attributes that are consistent with a long-established, narrow-scope practice rather than a multi-jurisdictional or institutional allocator. Public disclosures captured in FINTRX are sparse: client segments, fee schedules, business and advisory activities are not provided. The snapshot reports no clients or AUM and records a single office location without address details, leaving limited visibility into investment strategy, portfolio construction, use of alternatives, or whether the firm offers family office services.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ROBIN LEIGH BIRKELBACH

    DirectorCRD 2990002

  • CRAIG BIRKELBACH

    Financial AdvisorCRD 21890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PONTE VEDRA, FL

SAINT JOHNS

Location

PONTE VEDRA, FL

Headquartered in PONTE VEDRA, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
SAINT JOHNS
Address
8080 Cypress Hollow Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth