RIA Intel›Advisers›California›BIRNBERG, JAKE

BIRNBERG, JAKE

Advisory

LAFAYETTE, CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA

#5,230

of 5,480 advisers by AUM

Average account

$260K

across 5 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

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

5 clients

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

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

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