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BIRNAM WOOD CAPITAL, LLC
3963 Maple Avenue
Suite 300
Dallas, Texas 75219
Tel: 214.935.3707
About BIRNAM WOOD CAPITAL, LLC
BIRNAM WOOD CAPITAL, LLC, formally registered with the SEC as BIRNAM WOOD CAPITAL, LLC. The firm was established in 02/28/2020. They have over 1 offices throughout the country.
BIRNAM WOOD CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $107,516,599 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269897 |
| SEC# | 801-118151 |
| Assets Managed by Firm | $107,516,599 |
| No. of Clients | 57 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 57 | $107,516,599 |
| High net worth individuals | 53 | $72,996,279 |
| Charitable organizations | Fewer than 5 clients | $31,756,841 |
| Corporations or other businesses | Fewer than 5 clients | $2,763,479 |
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