Robert Birgen, financial advisor Diamond Bar CA

Robert Birgen

CRD Number: 1659476
Current Firm: Abridge Partners, LLC

Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 30 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Lpl Financial LLC Diamond Bar, CA Sep 2009 - Current 13
Stanislawski & Harrison Wealth Mgmt, LLC Pasenda, CA Nov 2007 - Current 15
Abridge Partners, LLC Diamond Bar, CA Oct 2007 - Current 15
Birgen Asset Management Diamond Bar, CA Apr 2001 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Robert M. Birgen
Phone Number: 909-860-9992
Firm Website: https://www.linkedin.com
Registered State(s):
  • CA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $567,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, DE, MD, MS, PA, TX

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