Birchbrook

RIASEC Registered

Total AUM

$296M

Discretionary

$290M

98% of AUM

Avg account

$344K

Accounts

863

Employees

Advisory reps

Firm details

Headquarters: Bangor, Maine
CRD number: 105164
Registered since: May 11, 1990
Website: birchbrook.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.62%
Individuals17.35%
Charitable Organizations3.4%
Pension & Profit Sharing Plans1.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Birchbrook is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (first registered in 1990) and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-assets, hourly charges, and fixed-fee engagements. Service offerings emphasize comprehensive advice and client education: Birchbrook provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm also produces periodicals or newsletters and runs educational seminars and workshops. Birchbrook is not an active ESG investor and reports an industry affiliation with a law firm.