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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