$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
12 yrs Firm Age
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- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2014
- Office Locations
- 1
Office Locations
1330 Post OAK Boulevard Suite 1600 Houston TX
About Bird Capital Group, Inc.
Bird Capital Group, Inc. is a Rancho Mirage-based RIA. The firm has been operating for 12 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
RICHARD ARTHUR BIRD
President, Secretary, TREASURER
- CRD
- #6308670
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,855,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,855,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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