$144.2K Total AUM
$144.2K Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2025
- Office Locations
- 1
Office Locations
3045 N. 35th Street Philadelphia PA
About Bird Financial Group LLC
Bird Financial Group LLC is a Philadelphia-based RIA serving retail clients with financial planning and discretionary portfolio management. The firm focuses on asset allocation, portfolio construction, and risk management, primarily using ETFs alongside cash allocations, and also offers estate-planning and insurance guidance. Established in 2025; custodians include Altruist and Truist Bank.
Team overview
-- AVG AGE
$144.2K AVG AUM / ADVISOR
$24.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD J BIRD
Chief Compliance Officer, Chief Executive Officer, Owner, Principal
- CRD
- #4688518
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $144,206 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing