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| Keyboard |
| Birks Financial Corp
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|---|---|
| CRD # | 118623 |
| SEC # | 801-114987 |
| CIK # | 0001179821 |
| AUM | 290.6 M (2026-06-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-481-6202 |
| Address | 431A Carlisle Drive Herndon, VA 20170 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 27.3 |
| (b) Individuals (high net worth individuals) | 83 | 263.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 290.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 628 | 290.6 |
| Total | 628 | 290.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.6 | |
| Total | 628 | 290.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001179821] | |
| 6-K | [0001179821] | |
| SC 13D | [0001179821] | |
| SC 13G | [0001179821] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Maynard Jason Edward | Birks Group Inc | [2023-06-13] |
| Maynard Jason Edward | Birks Group Inc | [2021-03-10] |
| Montrovest BV | Birks & Mayors Inc | [2013-01-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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|
M&B Investment Advisors LLC
✚
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|
Fox Hill Wealth Management
✚
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