RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Birks, Victoria, WayICHIEF OPERATING OFFICERNA Control
Birks, Victoria, WayICHIEF OPERATING OFFICERNA Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
BIRKS, JAMES, MICHAELIPRESIDENT/DIRECTOR/CCOE Control
Birks, James, DouglasIVICE PRESIDENTB Control
Birks, James, DouglasIVICE PRESIDENTB Control
Birks, James, DouglasIVICE PRESIDENTB Control
Birks, James, DouglasIVICE PRESIDENTB Control

Registrations

Federal

IA
May 21, 2025 REGISTERED

Notice Filings (6)

LA MA MD NH TX VA

Address

431-A CARLISLE DRIVE
HERNDON, VA 20170
United States
Phone: 703-481-6202