Bird Capital Group, Inc.

Bird Capital Group, Inc. (CRD# 170585) is a financial advisory firm headquartered in Palm Desert, CA. They manage $11,870,000 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P. O. Box 10405, Palm Desert, CA 92255
http://www.birdcapitalgroup.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,956,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bird Capital Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Bird, financial advisor Montecito CA
Richard A. Bird
CRD#: 6308670
Montecito, CA

Richard Bird (CRD# 6308670) is an Investment Advisor Representative working at Bird Capital Group, Inc. in Montecito, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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