BIRCHBROOK
CRD #105164 SEC #801-36582 BANGOR, ME 207-990-1117
SEC Registered
Total AUM
$259M
Discretionary
$254M
Employees
7
Clients
26
Accounts
803
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $259M | $254M | $4.9M | 7 | 3 |
| Oct 2025 | $259M | $254M | $4.9M | 7 | 3 |
| May 2025 | $259M | $254M | $4.9M | 7 | 3 |
| Mar 2025 | $259M | $254M | $4.9M | 7 | 3 |
| Mar 2024 | $245.2M | $240.5M | $4.7M | 7 | 3 |
| Jan 2024 | $213.7M | $211M | $2.7M | 7 | 3 |
| May 2023 | $213.7M | $211M | $2.7M | 7 | 3 |
| Mar 2023 | $213.7M | $211M | $2.7M | 7 | 3 |
| Nov 2022 | $246.1M | $241.9M | $4.2M | 7 | 5 |
| Jun 2022 | $246.1M | $241.9M | $4.2M | 7 | 5 |
| Mar 2022 | $246.1M | $241.9M | $4.2M | 7 | 5 |
| Jun 2021 | $211.5M | $208.4M | $3.1M | 5 | 5 |
| May 2021 | $211.5M | $208.4M | $3.1M | 5 | 5 |
| Apr 2021 | $211.5M | $208.4M | $3.1M | 5 | 5 |
| Mar 2021 | $211.5M | $208.4M | $3.1M | 5 | 5 |
| Sep 2020 | $179.3M | $174.2M | $5.2M | 5 | 3 |
| Mar 2020 | $179.3M | $174.2M | $5.2M | 5 | 3 |
| Mar 2019 | $167.7M | $163.6M | $4.1M | 6 | 3 |
| Feb 2019 | $157.3M | $153.9M | $3.4M | 5 | 3 |
| Mar 2018 | $157.3M | $153.9M | $3.4M | 5 | 3 |
| Jul 2017 | $184.1M | $182.4M | $1.8M | 5 | 200 |
| Mar 2017 | $184.1M | $182.4M | $1.8M | 5 | 200 |
| Mar 2016 | $164M | $162.3M | $1.7M | 6 | 200 |
| Mar 2015 | $163.2M | $158.6M | $4.6M | 6 | 200 |
| Mar 2014 | $158.4M | $154.9M | $3.4M | 5 | 200 |
| Mar 2013 | $150.9M | $148.7M | $2.2M | 5 | 200 |
| Jan 2013 | $140.2M | $137.9M | $2.3M | 5 | 215 |
| Oct 2012 | $140.2M | $137.9M | $2.3M | 1 | 215 |
| Jul 2012 | $140.2M | $137.9M | $2.3M | 1 | 215 |
| Mar 2012 | $140.2M | $137.9M | $2.3M | 1 | 215 |
| Jan 2011 | $107.6M | $105.8M | $1.9M | 5 | -- |
| Jan 2007 | $102.9M | $93.7M | $9.2M | 10 | -- |
| Mar 2006 | $91.3M | $90.3M | $1M | 5 | -- |
| May 2005 | $84.1M | $80.9M | $3.2M | 5 | -- |
| Jun 2004 | $75M | $72.1M | $2.9M | 5 | -- |
| Mar 2004 | $75M | $72.1M | $2.9M | 5 | -- |
| Nov 2001 | $53.7M | $52.6M | $1M | 5 | -- |
DateNov 2025
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees7
Clients3
DateOct 2025
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees7
Clients3
DateMay 2025
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees7
Clients3
DateMar 2025
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees7
Clients3
DateMar 2024
Total AUM$245.2M
Discretionary$240.5M
Non-Disc.$4.7M
Employees7
Clients3
DateJan 2024
Total AUM$213.7M
Discretionary$211M
Non-Disc.$2.7M
Employees7
Clients3
DateMay 2023
Total AUM$213.7M
Discretionary$211M
Non-Disc.$2.7M
Employees7
Clients3
DateMar 2023
Total AUM$213.7M
Discretionary$211M
Non-Disc.$2.7M
Employees7
Clients3
DateNov 2022
Total AUM$246.1M
Discretionary$241.9M
Non-Disc.$4.2M
Employees7
Clients5
DateJun 2022
Total AUM$246.1M
Discretionary$241.9M
Non-Disc.$4.2M
Employees7
Clients5
DateMar 2022
Total AUM$246.1M
Discretionary$241.9M
Non-Disc.$4.2M
Employees7
Clients5
DateJun 2021
Total AUM$211.5M
Discretionary$208.4M
Non-Disc.$3.1M
Employees5
Clients5
DateMay 2021
Total AUM$211.5M
Discretionary$208.4M
Non-Disc.$3.1M
Employees5
Clients5
DateApr 2021
Total AUM$211.5M
Discretionary$208.4M
Non-Disc.$3.1M
Employees5
Clients5
DateMar 2021
Total AUM$211.5M
Discretionary$208.4M
Non-Disc.$3.1M
Employees5
Clients5
DateSep 2020
Total AUM$179.3M
Discretionary$174.2M
Non-Disc.$5.2M
Employees5
Clients3
DateMar 2020
Total AUM$179.3M
Discretionary$174.2M
Non-Disc.$5.2M
Employees5
Clients3
DateMar 2019
Total AUM$167.7M
Discretionary$163.6M
Non-Disc.$4.1M
Employees6
Clients3
DateFeb 2019
Total AUM$157.3M
Discretionary$153.9M
Non-Disc.$3.4M
Employees5
Clients3
DateMar 2018
Total AUM$157.3M
Discretionary$153.9M
Non-Disc.$3.4M
Employees5
Clients3
DateJul 2017
Total AUM$184.1M
Discretionary$182.4M
Non-Disc.$1.8M
Employees5
Clients200
DateMar 2017
Total AUM$184.1M
Discretionary$182.4M
Non-Disc.$1.8M
Employees5
Clients200
DateMar 2016
Total AUM$164M
Discretionary$162.3M
Non-Disc.$1.7M
Employees6
Clients200
DateMar 2015
Total AUM$163.2M
Discretionary$158.6M
Non-Disc.$4.6M
Employees6
Clients200
DateMar 2014
Total AUM$158.4M
Discretionary$154.9M
Non-Disc.$3.4M
Employees5
Clients200
DateMar 2013
Total AUM$150.9M
Discretionary$148.7M
Non-Disc.$2.2M
Employees5
Clients200
DateJan 2013
Total AUM$140.2M
Discretionary$137.9M
Non-Disc.$2.3M
Employees5
Clients215
DateOct 2012
Total AUM$140.2M
Discretionary$137.9M
Non-Disc.$2.3M
Employees1
Clients215
DateJul 2012
Total AUM$140.2M
Discretionary$137.9M
Non-Disc.$2.3M
Employees1
Clients215
DateMar 2012
Total AUM$140.2M
Discretionary$137.9M
Non-Disc.$2.3M
Employees1
Clients215
DateJan 2011
Total AUM$107.6M
Discretionary$105.8M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2007
Total AUM$102.9M
Discretionary$93.7M
Non-Disc.$9.2M
Employees10
Clients--
DateMar 2006
Total AUM$91.3M
Discretionary$90.3M
Non-Disc.$1M
Employees5
Clients--
DateMay 2005
Total AUM$84.1M
Discretionary$80.9M
Non-Disc.$3.2M
Employees5
Clients--
DateJun 2004
Total AUM$75M
Discretionary$72.1M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2004
Total AUM$75M
Discretionary$72.1M
Non-Disc.$2.9M
Employees5
Clients--
DateNov 2001
Total AUM$53.7M
Discretionary$52.6M
Non-Disc.$1M
Employees5
Clients--