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Building 2BIRCH WEALTH MANAGEMENT

Map pinROME, NY
Phone315-795-2005
NotebookSEC #801-121325
Total AUM
$62.1M
Employees
3
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 W. COURT ST.
ROME
NY 13440
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
315-795-2005
Other Offices
1

ReceiptFinancials

Total AUM
$62.1M
Accounts
422
Discretionary
$62.1M
Accounts
422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$25.3M
HNW Individual Clients
19
AUM
$36.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTXWA

HandshakeAffiliates

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

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