BIRD FINANCIAL GROUP LLC

BIRD FINANCIAL GROUP LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 333764). Regulatory assets under management: $144K.

Registration

• CRD: 333764
• Type: Registered investment adviser
• Location: 3045 N. 35TH STREET, PHILADELPHIA, PA, 19132-1818
• Phone: 215-778-4048
• Latest filing: 2026-01-06
• Regulatory AUM: $144K
• Discretionary AUM: $144K
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333764 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search