Birch Capital Management, LLC
Birch Capital Management, LLC (CRD# 152302) is a financial advisory firm headquartered in , . They manage $233,354,989 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management233MILLION
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Total Number of Accounts155ACCOUNTS
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Average Account Value$1,505,516
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MO, TX
Carlos Butcher (CRD# 7092842) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 5 years of experience in the finance industry. Carlos Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Barclay Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.