Birkelbach & Co

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Ponte Vedra, Florida
CRD number
5896
Registered since
August 22, 1971

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Robin Leigh Birkelbach

    DirectorCRD 2990002

  • Craig Birkelbach

    Financial AdvisorCRD 21890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth