Birch Creek Capital, LLC

Birch Creek Capital, LLC (CRD# 158730) is a financial advisory firm headquartered in Philadelphia, PA. They manage $13,140,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $4,380,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

PA

Financial Advisors at Birch Creek Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David H. Officer
CRD#: 4250835
1845 Walnut Street, 25th Floor, Philadelphia, PA 19103
93
Wealthminder
score

David Officer (CRD# 4250835) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Philadelphia, PA and has over 17 years of experience in the finance industry.

2
Wade W. Vandegrift
CRD#: 4807204
1845 Walnut Street, 25th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Wade Vandegrift (CRD# 4807204) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.

3
Tyler W. Wynn
CRD#: 4656860
1845 Walnut Street, 25th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Tyler Wynn (CRD# 4656860) is an Investment Advisor Representative working at Birch Creek Capital, LLC in Philadelphia, PA and has over 12 years of experience in the finance industry.

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