BIRCHBROOK

82 Columbia St
Bangor, Maine 04401
Tel: 207-990-1117

About BIRCHBROOK

BIRCHBROOK, formally registered with the SEC as BIRCHBROOK. The firm was established in 05/11/1990. They have over 1 offices throughout the country.

BIRCHBROOK is a Bangor, Maine based Financial Planning firm with nearly $245,178,595 assets under management, offering retirement planning & investment advisory services to 767 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105164
SEC#	801-36582
Assets Managed by Firm	$245,178,595
No. of Clients	767
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	767	$245,178,595
Individuals (other than high net worth individuals)	200	$64,692,739
High net worth individuals	76	$169,712,363
Pension and profit sharing plans	Fewer than 5 clients	$3,810,269
Charitable organizations	8	$6,963,224

More Retirement Planning firms in Bangor, Maine:

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194	$897,644,886	1240	16

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