Birks Financial Corp.

Birks Financial Corp. (CRD# 118623) is a financial advisory firm headquartered in Herndon, VA. They manage $94,513,531 in 256 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $369,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Birks Financial Corp.
Showing 1 - 2 of 2 top financial advisors.
1
James M. Birks
CRD#: 2216533
1749 Old Meadow Rd., Suite 100, Mclean, VA 22102
93
Wealthminder
score

James Birks (CRD# 2216533) is an Investment Advisor Representative working at Birks Financial Corp. in Mclean, VA and has over 21 years of experience in the finance industry.

2
James D. Birks
CRD#: 6758304
431 A Carlisle Drive, Herndon, VA 20170
87
Wealthminder
score

James Birks (CRD# 6758304) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.