Bird Financial Group LLC

Overview

Bird Financial Group LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on providing financial planning and discretionary portfolio management for individuals and small businesses, and charges clients via a mix of AUM-based fees, hourly billing, and fixed fees. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Advisory activity centers on traditional financial planning and portfolio oversight rather than institutional consulting or multi-family office services. The firm reports using third-party investment managers for alternative exposures rather than acting as an allocator itself.

Assets & Accounts

Public Holdings

Investments & Alternatives