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BIRCH FINANCIAL GROUP
BIRCH FINANCIAL GROUP, LLC
CRD 332057 · SEC 801-131297
149 EMERALD ST, SUITE M2/M3, KEENE, NH, 03431, United States
Phone
603-338-3838
Fax
603-696-4619
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.7M
Discretionary AUM
$264.7M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $44.7M |
| High net worth individuals | 67 | $219.9M |
States served
CA, ME, MA, NH, FL
All web addresses on file
- https://www.linkedin.com/in/travis-birch/
- https://www.linkedin.com/in/lianabirch/
- https://birchfinancialgroup.com/
- https://www.instagram.com/birchfinancial/
- https://x.com/BirchFinancial
- http://www.youtube.com/@BirchFinancialGroup
- https://www.linkedin.com/company/birchfinancialgroup
- https://www.facebook.com/birchfinancial/
Official SEC filing: View on IAPD