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BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD 169962 · SEC 801-79443
5601 GREEN VALLEY DR., SUITE 600, BLOOMINGTON, MN, 55437, United States
Phone
952-885-9088
Fax
952-885-9166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$853.2M
Discretionary AUM
$830.3M
Team
15 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $99.3M |
| High net worth individuals | 440 | $746.6M |
| Pension/profit sharing plans | 1 | $1.9M |
| Charitable organizations | 2 | $4.8M |
| Corporations/business entities | 1 | $607K |
States served
AZ, CA, IL, IA, MN, NY, NC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD