Bird Scott Sharp (Orinda)


Bird Scott Sharp is an adviser based in Orinda. It manages $24.1 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Bird Scott Sharp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bird Scott Sharp: assets under management

The assets under management (AUM) of Bird Scott Sharp is $24.1 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.12 million in discretionary accounts and $19.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.06 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.66 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bird Scott Sharp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orinda

The principal office where Bird Scott Sharp performs its advisory services is located at 8 El Pulgar, Orinda, CA 94563 The mailing address of the firm is P.O. Box 688, Orinda, CA 94563. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-258-1680 or by fax 925-254-0156. The normal business hours are 8:00am-4:00pm on Monday - Friday.

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