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

More Retirement Planning firms in Rome, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Rome, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.