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BIRCH INVESTMENT MANAGEMENT, L.L.C.
CRD 158735
2301 RESEARCH PARK WAY, BROOKINGS, SD, 57006, United States
Phone
605-250-3644
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.3M
Discretionary AUM
$23.3M
Team
1 total employees; 1 advisory reps; 47 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $9.4M |
| High net worth individuals | 11 | $13.6M |
| Charitable organizations | 1 | $276K |
All web addresses on file
Official SEC filing: View on IAPD