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Building 2BIRCHCREEK WEALTH MANAGEMENT, LLC

Map pinMIAMI TOWNSHIP, OH
Phone(937) 567-0646
NotebookSEC #801-116914
Total AUM
$300.1M
Employees
5
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2955 EXCHANGE PLACE BLVD.
SUITE 103
MIAMI TOWNSHIP
OH 45342
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(937) 567-0646
Other Offices
1

ReceiptFinancials

Total AUM
$300.1M
Accounts
195
Discretionary
$289.2M
Accounts
191
Non-Discretionary
$10.9M
Accounts
4

ContactClients

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Individual Clients
102
AUM
$39.1M
HNW Individual Clients
89
AUM
$249.5M
Pension/Profit Sharing Plan Clients
7
AUM
$11.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHTNTXWI

HandshakeAffiliates

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

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