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Home > Retirement Planners > vermont > burlington > BIRCHVIEW CAPITAL, LP
BIRCHVIEW CAPITAL, LP
688 Pine Street
2nd Floor
Burlington, Vermont 05401
Tel: 802-923-3826
About BIRCHVIEW CAPITAL, LP
BIRCHVIEW CAPITAL, LP, formally registered with the SEC as BIRCHVIEW CAPITAL, LP. The firm was established in 05/27/2014. They have over 1 offices throughout the country.
BIRCHVIEW CAPITAL, LP is a Burlington, Vermont based Financial Planning firm with nearly $188,066,895 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170534 |
| SEC# | 801-79710 |
| Assets Managed by Firm | $188,066,895 |
| No. of Clients | 16 |
| No. of Advisors | 3 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $188,066,895 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $771,653 |
| High net worth individuals | Fewer than 5 clients | $95,471,152 |
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