BIRCHBROOK
CRD #105164 SEC #801-36582 BANGOR, ME 207-990-1117
SEC Registered
Total AUM
$259M
Discretionary
$254M
Employees
7
Clients
26
Accounts
803
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEIGHAN, JEAN, MARGUERITE | I | SENIOR ADVISOR | NA | Control |
| DEIGHAN, JEAN, MARGUERITE | I | SENIOR ADVISOR | NA | Control |
| DEIGHAN, JEAN, MARGUERITE | I | SENIOR ADVISOR | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| HANSON, DAWN, MARIE | I | CFP - PORTFOLIO MANAGER/EXECUTIVE OFFICER | NA | Control |
| HANSON, DAWN, MARIE | I | CFP - PORTFOLIO MANAGER/EXECUTIVE OFFICER | NA | Control |
| HANSON, DAWN, MARIE | I | CFP - PORTFOLIO MANAGER | NA | Control |
| HANSON, DAWN, MARIE | I | OPERATIONS MANAGER/REGISTERED INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| HANSON, DAWN, MARIE | I | CFP - PORTFOLIO MANAGER/EXECUTIVE OFFICER | NA | Control |
| HANSON, DAWN, MARIE | I | CFP - PORTFOLIO MANAGER | NA | Control |
| MUSSALLEM, CHARLES, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MUSSALLEM, CHARLES, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MUSSALLEM, CHARLES, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mussallem, Charles, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mussallem, Charles, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Mussallem, Charles, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKAVES, MATTHEW, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - VICE PRESIDENT/EXECUTIVE OFFICER/CCO | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - VICE PRESIDENT/EXECUTIVE OFFICER/CCO | NA | Control |
| WILSON, JENIFER, LYNNE | I | VICE PRESIDENT | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, JENIFER, LYNNE | I | CFA - EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON-SMITH, JENIFER, LYNNE | I | VICE PRESIDENT | NA | Control |
| WILSON-SMITH, JENIFER, LYNNE | I | VICE PRESIDENT | NA | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | PRESIDENT/OWNER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | E | Control |
| DEIGHAN, JEAN, MARGUERITE | I | CEO | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ESTABROOK, LUCIE, ELIZABETH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BUTLER, JENIFER, LYNNE | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BUTLER, JENIFER, LYNNE | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| EASTMAN, JENNIFER, LYNN | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| EASTMAN, JENNIFER, LYNN | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| EASTMAN, JENNIFER, LYNN | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| BUTLER, JENIFER, LYNNE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUTLER, JENIFER, LYNNE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUTLER, JENIFER, LYNNE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| BUTLER, JENIFER, LYNNE | I | SENIOR ADVISOR | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Eastman, Jennifer, L | I | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| WILSON, JENIFER, LYNNE | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (6)
FL MA ME NY TX VT
Address
82 COLUMBIA STBANGOR, ME 04401
United States
Phone: 207-990-1117