BIRCH STREET FINANCIAL ADVISORS

BIRCH STREET FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 305749). Regulatory assets under management: $63.6M.

Registration

• CRD: 305749
• Type: Registered investment adviser
• Phone: 703-319-8778
• Latest filing: 2026-03-03
• Regulatory AUM: $63.6M
• Discretionary AUM: $63.6M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search