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Home > Retirement Planners > pennsylvania > exton > BIRCH RUN INVESTMENTS, LLC
BIRCH RUN INVESTMENTS, LLC
211 Welsh Pool Road
Suite 234
Exton, Pennsylvania 19341
Tel: (610) 321-3453
About BIRCH RUN INVESTMENTS, LLC
BIRCH RUN INVESTMENTS, LLC, formally registered with the SEC as BIRCH RUN INVESTMENTS, LLC. The firm was established in 10/04/2016. They have over 1 offices throughout the country.
BIRCH RUN INVESTMENTS, LLC is a Exton, Pennsylvania based Financial Planning firm with nearly $270,026,467 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285285 |
| SEC# | 801-108422 |
| Assets Managed by Firm | $270,026,467 |
| No. of Clients | 36 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 36 | $270,026,467 |
| Individuals (other than high net worth individuals) | 1 | $118,866 |
| High net worth individuals | 15 | $36,394,256 |
| Pension and profit sharing plans | 3 | $61,942,665 |
| Other investment advisers | 2 | $9,163,342 |
| Corporations or other businesses | 1 | $6,136,382 |
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