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).
Total Assets Under Management0MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$142,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Ali Roushanzamir (CRD# 2807987) is an Investment Advisor Representative working at Birch Capital Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry.