BIRCH FINANCIAL GROUP, LLC

BIRCH FINANCIAL GROUP, LLC of KEENE, NH is an SEC-registered investment adviser (CRD 332057). Regulatory assets under management: $264.7M.

Registration

• CRD: 332057
• SEC file number: 801-131297
• Type: Registered investment adviser
• Location: 149 EMERALD ST, SUITE M2/M3, KEENE, NH, 03431
• Phone: 603-338-3838
• Latest filing: 2026-07-17
• Regulatory AUM: $264.7M
• Discretionary AUM: $264.7M
• Clients: 2
• Accounts: 652

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search