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James Michael Birks

BIRKS FINANCIAL CORP.·HERNDON, Virginia
Clean recordBIRKS FINANCIAL CORP.
431-A CARLISLE DRIVE, HERNDON, VA 20170CRD# 2216533Firm CRD# 118623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Birks · HERNDON, VA
Registration
CRD #2216533 · BIRKS FINANCIAL CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Michael Birks is a registered financial advisor based in HERNDON, Virginia, affiliated with BIRKS FINANCIAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BIRKS FINANCIAL CORP.
BIRKS FINANCIAL CORP.
AUM
$197M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BIRKS FINANCIAL CORP. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2216533
Firm CRD# 118623
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Birks offer?
James Michael Birks specializes in Financial Planning, Investment Management. Contact their office in HERNDON, Virginia for a consultation.
What are James Michael Birks's credentials?
James Michael Birks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Birks located?
James Michael Birks is based in HERNDON, Virginia, working with BIRKS FINANCIAL CORP.. Their office serves clients in the HERNDON metropolitan area and surrounding communities.
How does James Michael Birks charge for services?
James Michael Birks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRKS FINANCIAL CORP.?
BIRKS FINANCIAL CORP. has approximately 3 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BIRKS FINANCIAL CORP.

James Douglas Birks
HERNDON, VA

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