BIRCH FINANCIAL GROUP, LLC
Legal name: BIRCH FINANCIAL GROUP
CRD #332057 SEC #801-131297 KEENE, NH 603-338-3838
SEC Registered
Total AUM
$221.3M
Discretionary
$221.3M
Employees
3
Clients
101
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $221.3M | $221.3M | $0 | 3 | 0 |
| Sep 2025 | $221.3M | $221.3M | $0 | 3 | 0 |
| Jul 2025 | $221.3M | $221.3M | $0 | 3 | 0 |
| Jun 2025 | $221.3M | $221.3M | $0 | 3 | 0 |
| Jan 2025 | $221.3M | $221.3M | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 2 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0