BIRCH FINANCIAL GROUP, LLC
Doing business as BIRCH FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$264,688,531
Discretionary
$264,688,531
Non-discretionary
$0
Firm details
- CRD number
- 332057
- SEC file number
- 801-131297
- Main office
- KEENE, NH, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.