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BIRCH WEALTH MANAGEMENT
205 W. Court St.
Rome, New York 13440
Tel: 315-795-2005
About BIRCH WEALTH MANAGEMENT
BIRCH WEALTH MANAGEMENT, formally registered with the SEC as BIRCH WEALTH MANAGEMENT. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
BIRCH WEALTH MANAGEMENT is a Rome, New York based Financial Planning firm with nearly $49,734,169 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304727 |
| SEC# | 801-121325 |
| Assets Managed by Firm | $49,734,169 |
| No. of Clients | 398 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 398 | $49,734,169 |
| Individuals (other than high net worth individuals) | 161 | $24,775,315 |
| High net worth individuals | 13 | $24,958,854 |
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