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| Birch Financial Group LLC
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|---|---|
| CRD # | 332057 |
| SEC # | 801-131297 |
| CIK # | 0002083592 |
| AUM | 264.7 M (2026-05-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-338-3838 |
| Address | 149 Emerald St Keene, NH 03431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002083592 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Express Co | 21.0 | ||
| Apple Inc | 7.4 | ||
| Home Depot Inc | 4.9 | ||
| Ameriprise Financial Inc | 4.7 | ||
| General Dynamics Corp | 4.3 | ||
| Goldman Sachs Group Inc | 4.0 | ||
| Johnson & Johnson | 3.7 | ||
| Microsoft Corp | 3.7 | ||
| Bank of America Corp /DE/ | 3.2 | ||
| Global MOFY Metaverse Ltd | 3.1 | ||
| Amazon Com Inc | 2.9 | ||
| Phillips 66 | 2.7 | ||
| Alphabet Inc | 2.7 | ||
| Nvidia Corp | 2.2 | ||
| Philip Morris International Inc | 2.1 | ||
| Advanced Micro Devices Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 44.7 |
| (b) Individuals (high net worth individuals) | 67 | 219.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 652 | 264.7 |
| By Discretionary | ||
| Discretionary | 652 | 264.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 652 | 264.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.7 | |
| Total | 652 | 264.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083592] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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