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SILVER BIRCH FINANCIAL LLC
CRD 341785 · SEC 801-136228
VT, United States
Phone
802-238-7591
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
States served
VT, CA, DC, ME, MA, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD