Birch Capital Management, LLC
Birch Capital Management, LLC (CRD# 152302) is a financial advisory firm headquartered in , . They manage $233,354,989 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Birch Capital Management, LLC
By the Numbers
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Total Assets Under Management233MILLION
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Total Number of Accounts155ACCOUNTS
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Average Account Value$1,505,516
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, TX
Financial Advisors at Birch Capital Management, LLC
1
Carlos Butcher (CRD# 7092842) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 5 years of experience in the finance industry.
2
Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
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