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| Happy Holidays!! thanks for using AUM13F!! |
| Birchwood Financial Partners Inc
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|---|---|
| CRD # | 169962 |
| SEC # | 801-79443 |
| CIK # | |
| AUM | $744.0 M (2025-05-30) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 952-885-9088 |
| Address | 5601 Green Valley Dr Bloomington, MN 55437 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 97.3 |
| (b) Individuals (high net worth individuals) | 417 | 639.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 2 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,720 | 744.0 |
| By Discretionary | ||
| Discretionary | 1,698 | 723.8 |
| Non-Discretionary | 22 | 20.1 |
| Total | 1,720 | 744.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 744.0 | |
| Total | 1,720 | 744.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Group Inc
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|
OH | 0.7 |
|
4612 Group LLC
✚
|
GA | 0.7 |
|
The L Warner Companies Inc
✚
|
MD | 0.7 |
|
Kaye Capital Management
✚
|
CA | 0.7 |
|
Lincoln Capital LLC
✚
|
NE | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 | |
|
Lifeworks Advisors LLC
✚
|
MI | 0.7 |
|
Permanent Capital Management LP
✚
|
IL | 0.7 |
|
Karma Capital Advisors PVT Ltd
✚
|
0.7 | |
|
Strategy Asset Managers LLC
✚
|
CA | 0.7 |