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
http://www.birchelliott.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Birch Elliott Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer De Thomas, financial advisor Portland OR
Jennifer J. De Thomas
CRD#: 3214657
Portland, OR

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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