Birkelbach & Co
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 5896
- Registered since
- August 22, 1971
Firm profile
FINTRXOverview
Birkelbach & Co. is organized as a corporation with individual ownership. Public records classify the firm as unclassified and list it as neither a capital allocator nor an active ESG investor. The firm is not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Core business activities, advisory services, fee structure, and client segments are not disclosed in the available dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Craig Birkelbach
Financial AdvisorCRD 21890
Robin Leigh Birkelbach
DirectorCRD 2990002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Alternative Markets
Broker-DealerPonte Vedra, FL
Bosonic Securities
Broker-DealerPonte Vedra, FL
Aurus Advisors, Inc.
Broker-DealerPonte Vedra, FL
DMK Advisor Group, Inc.
Broker-DealerLutz, FL
Invex, LLC
Broker-DealerCoral Gables, FL
Hyde Park Capital Advisors, LLC
Broker-DealerTampa, FL