Birch Capital Inc.

Birch Capital Inc. (CRD# 158008) is a financial advisory firm headquartered in Newport Beach, CA. They manage $284,158 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $142,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Birch Capital Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ali A. Roushanzamir
CRD#: 2807987
5000 Birch Street, Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Ali Roushanzamir (CRD# 2807987) is an Investment Advisor Representative working at Birch Capital Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry.

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