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).
Total Assets Under Management82MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$1,363,333
- 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
- Selection of other advisers (including private fund managers)
Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Consulting LLC in Dallas, TX and has over 11 years of experience in the finance industry.