BirdRock Asset Management 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 12/31/2014. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.
BirdRock Asset Management is a Registered Investment Advisor based in Austin, TX. Our goal is to help our clients achieve their long-term financial objectives so they can live a life they love.
Monday: 08:00 - 17:00