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Building 2BIRCH FINANCIAL GROUP

Map pinKEENE, NH
Phone603-338-3838
NotebookSEC #801-131297
Total AUM
$264.7M
Employees
2
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
149 EMERALD ST
SUITE M2/M3
KEENE
NH 03431
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
603-338-3838

ReceiptFinancials

Total AUM
$264.7M
Accounts
652
Discretionary
$264.7M
Accounts
652
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$44.7M
HNW Individual Clients
67
AUM
$219.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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