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Building 2BIRCH WEALTH MANAGEMENT

Map pinROME, NY
Phone315-795-2005
NotebookSEC #801-117026
Total AUM
$286K
Employees
1
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
414 N. JAMES ST.
SUITE C
ROME
NY 13440
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
315-795-2005

ReceiptFinancials

Total AUM
$286K
Accounts
7
Discretionary
$286K
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$212K
Pension/Profit Sharing Plan Clients
1
AUM
$74K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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