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 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

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
  • Craig Birkelbach

    Financial AdvisorCRD 21890

  • Robin Leigh Birkelbach

    DirectorCRD 2990002

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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