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BIRCHWOOD FINANCIAL PARTNERS, INC.

SEC Form ADV profile.

Total regulatory AUM
$853,198,867
Discretionary
$830,327,734
Non-discretionary
$22,871,133

Firm details

CRD number
169962
SEC file number
801-79443
Main office
BLOOMINGTON, MN, United States
Employees
15
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.