Stephen Niednagel
Stephen Niednagel is a registered investment advisor at Bird Rock Management, LLC, based in Laguna Beach, CA, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $8.1M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1590 S Coast Hwy #16, Laguna Beach, CA, 92651
Get directionsHistory
Regulatory History (1)
Regulatory
April 2016Other Business Activities
Stephen is the president of Three Arch Capital, Inc. and a managing/passive member of several LLCs (Red Bluff Funding, Three Arch Capital Management, Northwest Funding Group, Southland Home Mortgage, Bluebird Capital Funding, and Bird Rock Home Mortgage, Inc.), overseeing personal assets and funding. Bird Rock Home Mortgage takes about half of Stephen's time, while the other activities require minimal or a few hours per week.
Employment History
Current Registrations
Bird Rock Management, LLC
Previous Registrations
Criterion Wealth Management
Western International Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Baraban Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.