Birch Consulting LLC

Birch Consulting LLC (CRD# 152302) is a financial advisory firm headquartered in , . They manage $81,800,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,363,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
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.

MO, TX

Financial Advisors at Birch Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Barclay D. Nelson
CRD#: 5269340
Dallas, TX
96
Wealthminder
score

Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Consulting LLC in Dallas, TX and has over 9 years of experience in the finance industry.

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