BIRCH HILL INVESTMENT ADVISORS LLC

One International Place
Suite 770
Boston, Massachusetts 02110
Tel: 617-502-8300

About BIRCH HILL INVESTMENT ADVISORS LLC

BIRCH HILL INVESTMENT ADVISORS LLC, formally registered with the SEC as BIRCH HILL INVESTMENT ADVISORS LLC. The firm was established in 04/23/2007. They have over 1 offices throughout the country.

BIRCH HILL INVESTMENT ADVISORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,654,299,125 assets under management, offering retirement planning & investment advisory services to 1346 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143750
SEC#	801-67818
Assets Managed by Firm	$2,654,299,125
No. of Clients	1346
No. of Advisors	19

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1346	$2,654,299,125
Individuals (other than high net worth individuals)	12	$7,371,392
High net worth individuals	166	$2,402,007,055
Pension and profit sharing plans	Fewer than 5 clients	$12,108,852
Charitable organizations	10	$177,081,281
Corporations or other businesses	Fewer than 5 clients	$55,730,545

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