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| Birchwood Financial Partners Inc
✚
| |
|---|---|
| CRD # | 169962 |
| SEC # | 801-79443 |
| CIK # | |
| AUM | $634.2 MM (2024-06-26) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 952-885-9088 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 110.4 |
| (b) Individuals (high net worth individuals) | 320 | 516.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 2 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,490 | 634.2 |
| By Discretionary | ||
| Discretionary | 1,467 | 614.0 |
| Non-Discretionary | 23 | 20.1 |
| Total | 1,490 | 634.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 634.2 | |
| Total | 1,490 | 634.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Twele Capital Management Inc
✚
|
MN | 0.6 |
|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 0.6 |
|
DL Carlson Investment Group Inc
✚
|
NH | 0.6 |
|
Jocelyn Investment Management LLC
✚
|
CA | 0.6 |
|
Optas LLC
✚
|
TX | 0.6 |
|
Fifth Avenue Family Office LLC
✚
|
FL | 0.6 |
|
Financial Focus LLC
✚
|
CA | 0.6 |
|
Amerant Investments Inc
✚
|
FL | 0.6 |
|
Aviance Capital Partners LLC
✚
|
FL | 0.6 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.6 |