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Building 2BIRCH HILL INVESTMENT ADVISORS LLC

Map pinBOSTON, MA
Phone617-502-8300
NotebookSEC #801-67818
Total AUM
$2.9B
Employees
19
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE INTERNATIONAL PLACE
SUITE 770
BOSTON
MA 02110
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
617-502-8300

ReceiptFinancials

Total AUM
$2.9B
Accounts
1,388
Discretionary
$2.9B
Accounts
1,388
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$7.7M
HNW Individual Clients
169
AUM
$2.7B
Charitable Organization Clients
13
AUM
$205.8M
Corporation or Business Clients
1
AUM
$60.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLILMAMDMEMINCNHNJNYOHORPARISCTXVAVTWA

HandshakeAffiliates

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

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