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| Keyboard |
| Birchbrook
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|---|---|
| CRD # | 105164 |
| SEC # | 801-36582 |
| CIK # | 0002071468 |
| AUM | 296.5 M (2026-04-14) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 207-990-1117 |
| Address | 82 Columbia St Bangor, ME 04401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002071468 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| Amazon Com Inc | 3.3 | ||
| Microsoft Corp | 2.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Idexx Laboratories Inc /DE | 2.4 | ||
| Nvidia Corp | 2.1 | ||
| International Business Machines Corp | 2.1 | ||
| Facebook Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| CrowdStrike Holdings Inc | 1.4 | ||
| Fortinet Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 51.4 |
| (b) Individuals (high net worth individuals) | 114 | 230.1 |
| (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 | 1 | 4.8 |
| (h) Charitable organizations | 9 | 10.1 |
| (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 | 863 | 296.5 |
| By Discretionary | ||
| Discretionary | 828 | 289.8 |
| Non-Discretionary | 35 | 6.7 |
| Total | 863 | 296.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.5 | |
| Total | 863 | 296.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002071468] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 299.5 M |
|
Maner Wealth LLC
✚
|
MI | 299.5 M |
|
Peterson Financial Group Inc
✚
|
IA | 299.2 M |
|
Core Capital Management and Research Inc
✚
|
TX | 298.8 M |
|
Calder Investment Advisors
✚
|
MI | 297.0 M |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 297.0 M |
|
Private Portfolios Inc
✚
|
CA | 293.5 M |
|
Saybrook Wealth Group Inc
✚
|
CT | 292.1 M |
|
Millington Financial Advisors LLC
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|
IL | 291.4 M |