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).
Current Firm Details
Birch Capital Management, LLC
By the Numbers
-
Total Assets Under Management233MILLION
-
Total Number of Accounts155ACCOUNTS
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Average Account Value$1,505,516
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, TX
Financial Advisors at Birch Capital Management, LLC
1
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.
2
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.
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