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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 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 |
|---|---|---|---|---|
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, LIANA, MARIE | I | MANAGER | E | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
| POODIACK, TRAVIS, JAMES | I | MANAGER/CCO | C | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (7)
CA FL MA ME NH VA VT
Address
149 EMERALD STSUITE M2/M3
KEENE, NH 03431
United States
Phone: 603-338-3838