RIA Intel›Advisers›Pennsylvania›BIRD FINANCIAL GROUP LLC

BIRD FINANCIAL GROUP LLC

Advisory

PHILADELPHIA, PA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in PA

#1,516

of 1,528 advisers by AUM

Average account

$48K

across 3 accounts

AUM per adviser

$144K

1 adviser

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$144K

Discretionary %

100%

Clients

3

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$144K

Discretionary AUM$144K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

TANNHAUSER FINANCIAL LLC

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$143K

MERCANTILE ADVISORS, LLC

$125K

THOMPSON CAPITAL MANAGEMENT, LLC

$110K

INFINITE SPRING ASSET MANAGEMENT, LLC

$187K

1777 CAPITAL, INC.

THORNTON, PA

$100K

+100.0% 1Y

FSEP II ADVISOR, LLC

PHILADELPHIA, PA

$200K

0.0% 1Y

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