BIRKS FINANCIAL CORP.
CRD #118623 SEC #801-114987 HERNDON, VA 703-481-6202
SEC Registered
Total AUM
$236.3M
Discretionary
$0
Employees
3
Clients
101
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $236.3M | $0 | $236.3M | 3 | 11 |
| Mar 2025 | $236.3M | $0 | $236.3M | 3 | 11 |
| Mar 2024 | $196.6M | $0 | $196.6M | 3 | 0 |
| Mar 2023 | $160.9M | $0 | $160.9M | 3 | 0 |
| Mar 2022 | $177.6M | $0 | $177.6M | 2 | 0 |
| Apr 2021 | $142.4M | $0 | $142.4M | 2 | 0 |
| Mar 2021 | $142.4M | $0 | $142.4M | 2 | 0 |
| Mar 2021 | $142.4M | $0 | $142.4M | 2 | 0 |
| Jun 2020 | $104.4M | $0 | $104.4M | 2 | 0 |
| Mar 2020 | $104.4M | $0 | $104.4M | 2 | 0 |
| Mar 2019 | $103.2M | $0 | $103.2M | 2 | 0 |
DateMay 2025
Total AUM$236.3M
Discretionary$0
Non-Disc.$236.3M
Employees3
Clients11
DateMar 2025
Total AUM$236.3M
Discretionary$0
Non-Disc.$236.3M
Employees3
Clients11
DateMar 2024
Total AUM$196.6M
Discretionary$0
Non-Disc.$196.6M
Employees3
Clients0
DateMar 2023
Total AUM$160.9M
Discretionary$0
Non-Disc.$160.9M
Employees3
Clients0
DateMar 2022
Total AUM$177.6M
Discretionary$0
Non-Disc.$177.6M
Employees2
Clients0
DateApr 2021
Total AUM$142.4M
Discretionary$0
Non-Disc.$142.4M
Employees2
Clients0
DateMar 2021
Total AUM$142.4M
Discretionary$0
Non-Disc.$142.4M
Employees2
Clients0
DateMar 2021
Total AUM$142.4M
Discretionary$0
Non-Disc.$142.4M
Employees2
Clients0
DateJun 2020
Total AUM$104.4M
Discretionary$0
Non-Disc.$104.4M
Employees2
Clients0
DateMar 2020
Total AUM$104.4M
Discretionary$0
Non-Disc.$104.4M
Employees2
Clients0
DateMar 2019
Total AUM$103.2M
Discretionary$0
Non-Disc.$103.2M
Employees2
Clients0