SILVER BIRCH FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$399,474,010
Discretionary
$396,301,826
Non-discretionary
$3,172,184
Firm details
- CRD number
- 341785
- SEC file number
- 801-136228
- Employees
- 7
- SEC status
- 120-Day Approval
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.