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| Birchwood Financial Partners Inc
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|---|---|
| CRD # | 169962 |
| SEC # | 801-79443 |
| CIK # | 0002110062 |
| AUM | 853.2 M (2026-03-04) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-885-9088 |
| Address | 5601 Green Valley Dr Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Donaldson Co Inc | 3.4 | ||
| Microsoft Corp | 2.8 | ||
| UnitedHealth Group Inc | 1.7 | ||
| 3M Co | 1.2 | ||
| C H Robinson Worldwide Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 99.3 |
| (b) Individuals (high net worth individuals) | 440 | 746.6 |
| (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 | 1.9 |
| (h) Charitable organizations | 2 | 4.8 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,742 | 853.2 |
| By Discretionary | ||
| Discretionary | 1,720 | 830.3 |
| Non-Discretionary | 22 | 22.9 |
| Total | 1,742 | 853.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 853.2 | |
| Total | 1,742 | 853.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110062] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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NS Management Ltd
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