Birdrock Wealth
Birdrock Wealth (CRD# 138872) is a financial advisory firm headquartered in Austin, TX. They manage $129,068,051 in 420 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management129MILLION
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$307,305
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
Stephanie Boeke (CRD# 6121837) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 11 years of experience in the finance industry.
Christina Cannella (CRD# 3179327) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 25 years of experience in the finance industry.
Stephen Levy (CRD# 3259220) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 24 years of experience in the finance industry.
Aaron Soderberg (CRD# 2005720) is an Investment Advisor Representative working at Birdrock Wealth in Minneapolis, MN and has over 34 years of experience in the finance industry.
Jack Tamez (CRD# 5274692) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 17 years of experience in the finance industry.