BIRKS FINANCIAL CORP.

BIRKS FINANCIAL CORP. of HERNDON, VA is an SEC-registered investment adviser (CRD 118623). Regulatory assets under management: $290.6M.

Registration

• CRD: 118623
• SEC file number: 801-114987
• Type: Registered investment adviser
• Location: 431-A CARLISLE DRIVE, HERNDON, VA, 20170
• Phone: 703-481-6202
• Latest filing: 2026-06-10
• Regulatory AUM: $290.6M
• Non-discretionary AUM: $290.6M
• Clients: 3
• Accounts: 628

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search