Birchwood Financial Partners, Inc.
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 169962
- Registered since
- April 1, 2014
- Website
- www.birchwoodfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.51%
- Individuals11.63%
- Charitable Organizations0.57%
- Pension & Profit Sharing Plans0.22%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Birchwood Financial Partners, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2014. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that can select and outsource to third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and manager selection. Birchwood charges a mix of percentage-of-AUM, hourly, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 224Active vs passive
$111M in ETFs
65%
$72.4M
28%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF (ESGU) | BlackRock | Passive | Large Blend | $9.2M | 55,160 | 8.28% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 5601 Green Valley Dr
- Time zone
- CT (UTC-6)
- Office locations
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