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 and has been SEC-registered since 1971. The firm is privately owned by an individual and is classified in FINTRX as "Unclassified." Available records indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide details on the firm's specific advisory activities, client segments, or fee model.
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 2Robin Leigh Birkelbach
DirectorCRD 2990002
Craig Birkelbach
Financial AdvisorCRD 21890
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
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