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Building 2BIRCH RUN INVESTMENTS, LLC

Map pinEXTON, PA
Phone(610) 321-3453
NotebookSEC #801-108422
Total AUM
$457.5M
Employees
5
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 WELSH POOL ROAD
SUITE 234
EXTON
PA 19341
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(610) 321-3453

ReceiptFinancials

Total AUM
$457.5M
Accounts
55
Discretionary
$457.5M
Accounts
55
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
35
AUM
$44M
Pension/Profit Sharing Plan Clients
4
AUM
$77.3M
Government Entity Clients
7
AUM
$260M
Investment Advisor Clients
7
AUM
$57.7M
Corporation or Business Clients
2
AUM
$18.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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