Bird Rock Management, LLC

Bird Rock Management, LLC (CRD# 174293) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $11,747,500 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1590 S Coast Hwy #16, Laguna Beach, CA 92651
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,747,500
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bird Rock Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Niednagel, financial advisor Laguna Beach CA
Daniel D. Niednagel
CRD#: 5613211
1590 S Coast Hwy #16, Laguna Beach, CA 92651

Daniel Niednagel (CRD# 5613211) is an Investment Advisor Representative working at Bird Rock Management, LLC in Laguna Beach, CA and has over 8 years of experience in the finance industry.

2
Stephen Niednagel, financial advisor Laguna Beach CA
Stephen P. Niednagel
CRD#: 2412047
1590 S Coast Hwy #16, Laguna Beach, CA 92651

Stephen Niednagel (CRD# 2412047) is an Investment Advisor Representative working at Bird Rock Management, LLC in Laguna Beach, CA and has over 30 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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