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BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 9433 Bee Cave Road,
- Industry
- Financial Services
- Website
- http://www.BirdRockWealth.com/
- Keywords
- Austin.
- HQ
- Austin, TX
Birdrock Wealth Questions
BirdRock Wealth's website is http://www.BirdRockWealth.com/
BirdRock Wealth's LinkedIn profile is https://www.linkedin.com/company/birdrockwealth
BirdRock Wealth has
4 employees.
View email and phone details for 4
employees at BirdRock Wealth.
BirdRock Wealth's industry is
Financial Services
BirdRock Wealth's categories are Financial Services
BirdRock Wealth's founding year is 2006
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Laura Ivette Baños Lugo
Client Service Specialist Birdrock Wealth
Austin, Texas, United States, United States
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