|
⚲
|
| Birchbrook
✚
| |
|---|---|
| CRD # | 105164 |
| SEC # | 801-36582 |
| CIK # | |
| AUM | $245.2 MM (2024-03-29) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 207-990-1117 |
| Address | 82 Columbia St Bangor, ME 04401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 40.3 |
| (b) Individuals (high net worth individuals) | 84 | 164.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 8 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 213.7 |
| By Discretionary | ||
| Discretionary | 774 | 211.0 |
| Non-Discretionary | 31 | 2.7 |
| Total | 805 | 213.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.7 | |
| Total | 805 | 213.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rahlfs Capital LLC
✚
|
TX | 0.2 |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.2 | |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
JDM Financial Group LLC
✚
|
TX | 0.2 |
|
Abbey Street LLC
✚
|
MN | 0.2 |
|
4J Wealth Management LLC
✚
|
VA | 0.2 |
|
Retirement Plans Inc
✚
|
OH | 0.2 |
|
Mercadien Asset Management LLC
✚
|
NJ | 0.2 |
|
YIM Investment Management LLC
✚
|
HI | 0.2 |