Birkelbach & Co
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 5896
- Registered since
- August 22, 1971
Firm profile
FINTRXOverview
Birkelbach & Co. is organized as a corporation and has been SEC-registered since 1971. FINTRX classifies the firm as "unclassified" and lists its ownership as individual. The dataset indicates the firm is not a capital allocator and is not active on ESG investing, and it is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The firm has not supplied details on its advisory activities, business lines, client segments, or fee arrangements in the FINTRX record. Likewise, the Activities and Affiliations section contains no disclosures, so public-facing information about services or specialties is not available in this source.
Assets & Accounts
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 2Craig Birkelbach
Financial AdvisorCRD 21890
Robin Leigh Birkelbach
DirectorCRD 2990002
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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