Birch Elliott Financial, LLC
Birch Elliott Financial, LLC (CRD# 300046) is a financial advisory firm headquartered in , . They manage $39,256,787 in 203 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Birch Elliott Financial, LLC
By the Numbers
-
Total Assets Under Management39MILLION
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Total Number of Accounts203ACCOUNTS
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Average Account Value$193,383
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Birch Elliott Financial, LLC
1
Jennifer De Thomas (CRD# 3214657) is an Investment Advisor Representative working at Birch Elliott Financial, LLC in Portland, OR and has 1 year of experience in the finance industry.
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