Birch Street Financial Advisors
Birch Street Financial Advisors (CRD# 305749) is a financial advisory firm headquartered in , . They manage $26,570,417 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Birch Street Financial Advisors
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$577,618
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, VA
Financial Advisors at Birch Street Financial Advisors
1
Joanne Burke (CRD# 7042476) is an Investment Advisor Representative working at Birch Street Financial Advisors in Vienna, VA and has 1 year of experience in the finance industry.
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