Birks Financial Corp.
Birks Financial Corp. is an SEC-registered wealth manager in Herndon, VA with $290.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Birks Financial Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118623, SEC 801-114987, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $290.6M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Herndon, VA
- Employees
- 3
- Clients
- 159
- CRD
- 118623
- Ownership
- BIRKS, JAMES, MICHAEL; BIRKS STYRON, VICTORIA, WAY; Birks, James, Douglas
How much AUM does Birks Financial Corp. have?
Birks Financial Corp. reported $290.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Birks Financial Corp.?
Disclosed owners and executives of Birks Financial Corp. include BIRKS, JAMES, MICHAEL, BIRKS STYRON, VICTORIA, WAY, Birks, James, Douglas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.