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Building 2BIRCH CAPITAL MANAGEMENT, LLC

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Phone(214) 810-2824
NotebookSEC #801-112497
Total AUM
$235.5M
Employees
2
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(214) 810-2824
Other Offices
1

ReceiptFinancials

Total AUM
$235.5M
Accounts
159
Discretionary
$230.2M
Accounts
128
Non-Discretionary
$5.3M
Accounts
31

ContactClients

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Individual Clients
8
AUM
$2.5M
HNW Individual Clients
27
AUM
$230.4M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRUSTEE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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