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Birks Financial Corp.
Herndon, Virginia
5.0
2 Reviews
Birks Financial Corp. is a small investment advisory firm headquartered in Herndon, VA, with two offices. With a total of three employees, Birks Financial Corp. specializes in providing investment advisory services to its clients. Their team of advisors manages an average of $53,630,000 in assets under management per investment advisor, which falls within the industry average.
The compensation structure at Birks Financial Corp. encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, ...see more
Assets Under Mgmt
$160.9M
Investment Professionals
3
Locations
1
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Birks Financial Corp.
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