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Home > Retirement Planners > minnesota > edina > BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC.
3300 Edinborough Way
Suite 610
Edina, Minnesota 55435
Tel: 952-885-9088
About BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC, formally registered with the SEC as BIRCHWOOD FINANCIAL PARTNERS, INC. The firm was established in 04/01/2014. They have over 1 offices throughout the country.
BIRCHWOOD FINANCIAL PARTNERS, INC. is a Edina, Minnesota based Financial Planning firm with nearly $716,804,745 assets under management, offering retirement planning & investment advisory services to 1634 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169962 |
| SEC# | 801-79443 |
| Assets Managed by Firm | $716,804,745 |
| No. of Clients | 1634 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1634 | $716,804,745 |
| Individuals (other than high net worth individuals) | 379 | $130,226,457 |
| High net worth individuals | 346 | $580,421,845 |
| Pension and profit sharing plans | 1 | $1,061,715 |
| Charitable organizations | 2 | $4,302,723 |
| Corporations or other businesses | 1 | $792,005 |
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|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
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| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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