Birkelbach & Co
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 5896
- Registered since
- August 22, 1971
Firm profile
FINTRXOverview
Birkelbach & Co is an SEC-registered advisory firm that has been on the SEC register since 1971. The firm is organized as a corporation with individual ownership and is categorized in the dataset as "unclassified." According to the available profile data, Birkelbach & Co does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. The firm has not disclosed granular details in the provided dataset about its client segments, fee schedules, or core advisory activities. That absence limits ability to characterize its client-facing services, target market, or investment process from these records alone.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Robin Leigh Birkelbach
DirectorCRD 2990002
Craig Birkelbach
Financial AdvisorCRD 21890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ponte Vedra, FL
Saint Johns
Location
Ponte Vedra, FL
Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 8080 Cypress Hollow Ct
- Time zone
- ET (UTC-5)
- Office locations
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