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BIRCHBROOK
CRD 105164 · SEC 801-36582
82 COLUMBIA ST, BANGOR, ME, 04401, United States
Phone
207-990-1117
Fax
207-990-1551
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$296.5M
Discretionary AUM
$289.8M
Team
7 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $51.4M |
| High net worth individuals | 114 | $230.1M |
| Pension/profit sharing plans | 1 | $4.8M |
| Charitable organizations | 9 | $10.1M |
States served
ME, MA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD