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
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts3ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Bird Capital Group, Inc.
1
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.
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