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Birks Financial Corp.

● SEC registered since 2019CRD 118623SEC# 801-114987Herndon, VA
Export (members)
Reg. AUM
$236.3M
Employees
3
Accounts
551
Location
Herndon, VA

Birks Financial Corp. assets under management

Birks Financial Corp. is a registered investment adviser overseen by the SEC based in Herndon, VA. The firm has been registered since 2019. It reports $236.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/birks-financial-corp-568490653318288View on SEC.gov ↗

Birks Financial Corp. owners & executives

3 reported
NameTitleOwnershipSince
James Douglas Birks ControlVice President10-25%2023
James Michael Birks ControlPresident/Director/CcoOver 75%1995
Victoria Way Birks ControlChief Operating OfficerUnder 5%2024

Frequently asked questions

How much does Birks Financial Corp. manage?

Birks Financial Corp. reports $236.3 million in regulatory assets under management on its Form ADV.

How many employees does Birks Financial Corp. have?

Birks Financial Corp. reports 3 employees.

Where is Birks Financial Corp. located?

Birks Financial Corp. is based in Herndon, VA and has been SEC-registered since 2019.

Does Birks Financial Corp. disclose fund performance?

Birks Financial Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address431-A Carlisle Drive, Herndon, VA 20170
Phone703-481-6202
Fax703-659-9595
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$236.3M
Total (RAUM)$236.3M