Birks Financial Corp.

RIASEC RegisteredEst. 2019

Total AUM

$291M

Discretionary

$0

0% of AUM

Avg account

$463K

Accounts

628

Employees

3

Advisory reps

3

Firm details

Headquarters: Herndon, Virginia
CRD number: 118623
Registered since: April 11, 2019
Website: www.birksfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.62%
Individuals9.38%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Birks Financial Corp. is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager-selection services — acting as a capital allocator when it places assets with other advisers. Fee arrangements include assets-under-management fees, hourly charges and fixed fees. Birks Financial is not positioned as an ESG investor and operates under a non-multi-state footprint per the available filings; it registered with the SEC in 2019.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Cash & Cash Equivalents2%
Exchange Traded Equities1%

Owners & executives

1 of 1

Victoria Birks
Chief Operations OfficerCRD 7698993

Contacts

2 of 2

James Birks
Financial AdvisorCRD 6758304
James Birks
Financial AdvisorCRD 2216533

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Herndon, VA

Fairfax

Location

Herndon, VA

Headquartered in Herndon, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Fairfax
Address: 431 Carlisle Dr
Time zone: ET (UTC-5)
Office locations

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