|
⚲
|
| Birch Wealth Inc
✚
|
|
|---|---|
| CRD # | 304727 |
| SEC # | 801-121325 |
| CIK # | |
| AUM | $31.8 MM (2023-03-07) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 315-795-2005 |
| Address | 414 N James St Rome, NY 13440 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 14.5 |
| (b) Individuals (high net worth individuals) | 11 | 17.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 31.8 |
| By Discretionary | ||
| Discretionary | 280 | 31.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 31.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.8 | |
| Total | 280 | 31.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Benjamin Securities Inc
✚
|
NY | 0.0 |
|
Malatai Capital LLC
✚
|
NY | 0.0 |
|
Four Points Advisors LLC
✚
|
NY | 0.0 |
|
Steward Advisors Group LLC
✚
|
NY | 0.0 |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Magnifina LLC
✚
|
NY | 0.0 |
|
Beechtree Capital Investment Inc
✚
|
NY | 0.0 |