Birks Financial Corp.

Birks Financial Corp. (CRD# 118623) is a financial advisory firm headquartered in Herndon, VA. They manage $196,621,617 in 447 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
431-a Carlisle Drive, Herndon, VA 20170
https://www.facebook.com/birks-financial-corp-568490653318288/
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $439,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, VA

Financial Advisors at Birks Financial Corp.
Showing 1 - 3 of 3 top financial advisors.
1
James Birks, financial advisor Mclean VA
James M. Birks
CRD#: 2216533
1749 Old Meadow Rd., Suite 100, Mclean, VA 22102

James Birks (CRD# 2216533) is an Investment Advisor Representative working at Birks Financial Corp. in Mclean, VA and has over 27 years of experience in the finance industry.

2
James Birks, financial advisor Herndon VA
James D. Birks
CRD#: 6758304
431 A Carlisle Drive, Herndon, VA 20170

James Birks (CRD# 6758304) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has over 6 years of experience in the finance industry.

3
Victoria Birks, financial advisor Herndon VA
Victoria W. Birks
CRD#: 7698993
431-a Carlisle Drive, Herndon, VA 20170

Victoria Birks (CRD# 7698993) is an Investment Advisor Representative working at Birks Financial Corp. in Herndon, VA and has 1 year 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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