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 registered investment adviser organized as a corporation and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, and functions as a capital allocator that selects outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Birchwood does not identify as an active ESG investor.
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
2 of 2
Jill Vilkama
Chief Compliance Officer, Operations ManagerCRD 7344306
Mary Bridget Handke
COOCRD 4895416
Contacts
3 of 7
Stephen Dixon
PrincipalCRD 5455240
Dana Brewer
PrincipalCRD 2955532
Rachel Infante
Principal and Financial AdvisorCRD 5545731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$99.1M in ETFs
66%
$65.8M
28%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF (ESGU) | BlackRock | Passive | Large Blend | $7.9M | 48,250 | 7.97% |
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
Similar firms
Systelligence, LLC
RIABloomington, MN
Stevens Foster Financial Advisors
RIABloomington, MN
Truehelm, LLC
RIABloomington, MN
Boyum Wealth Architects LLC
RIABloomington, MN
BGM Wealth Management
RIABloomington, MN
Cedar Cove Wealth Partners
RIABloomington, MN