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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WavePeak element
- Established Date
- 09-24-1996
- Office Locations
- 1
Office Locations
About Birks Financial Corp.
Birks Financial is an independent, family-run, fiduciary wealth management firm focused on families at or near retirement. The team builds comprehensive retirement income and wealth plans spanning portfolio management, tax planning, and estate/legacy coordination with clients’ attorneys, including organizing key documents and involving adult children when appropriate. Custody is held at Charles Schwab.
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Owner & Executives
JAMES MICHAEL BIRKS MR.
Chief Compliance Officer, DIRECTOR, Owner, President
- CRD
- #2216533
- Ownership
- 75% or more
James Douglas Birks
Certified Financial Planner, Chief Compliance Officer, President, VICE PRESIDENT
- CRD
- #6758304
- Ownership
- 10% but less than 25%
Frontier delta
Bridge pioneer
- CRD
- #16084
- Ownership
- 20.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $290,615,081 | $462,763 |
| Total | $290,615,081 | $462,763 |
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Separately Managed Accounts
Total SMA Asset: $290,615,081
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $948,296,783 | 40.7% |
| Cash | $475,313,375 | 20.4% |
| Equity - Exchange | $906,357,367 | 38.9% |
| Total | $2,329,967,525 | 100.0% |