Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC (CRD# 143750) is a financial advisory firm headquartered in Boston, MA. They manage $2,389,324,863 in 1,260 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
One International Place, Suite 770, Boston, MA 02110
https://www.linkedin.com/company/birch-hill-investment-advisors-llc/
By the Numbers
  • Total Assets Under Management
    2,389
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $1,896,290
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Birch Hill Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Adam Desjardins, financial advisor Boston MA
Adam J. Desjardins
CRD#: 4917963
One International Place, Suite 770, Boston, MA 02110

Adam Desjardins (CRD# 4917963) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 9 years of experience in the finance industry.

2
Catherine Kennedy, financial advisor Boston MA
Catherine M. Kennedy
CRD#: 5793595
One International Place, Suite 770, Boston, MA 02110

Catherine Kennedy (CRD# 5793595) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 13 years of experience in the finance industry.

3
Timothy Malloy, financial advisor Boston MA
Timothy M. Malloy
CRD#: 4897935
One International Place, Suite 770, Boston, MA 02110

Timothy Malloy (CRD# 4897935) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 10 years of experience in the finance industry.

4
Gary Mikula, financial advisor Boston MA
Gary R. Mikula
CRD#: 1582849
One International Place, Suite 770, Boston, MA 02110

Gary Mikula (CRD# 1582849) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 37 years of experience in the finance industry.

5
Brett Mirliani, financial advisor Boston MA
Brett A. Mirliani
CRD#: 2494018
One International Place, Suite 770, Boston, MA 02110

Brett Mirliani (CRD# 2494018) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 29 years of experience in the finance industry.

6
Robert Oneil, financial advisor Boston MA
Robert A. Oneil
CRD#: 1626421
One International Place, Suite 770, Boston, MA 02110

Robert Oneil (CRD# 1626421) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

7
George Cook, financial advisor Boston MA
George B. Cook
CRD#: 5915621
One International Place, Suite 770, Boston, MA 02110

George Cook (CRD# 5915621) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

8
Christopher Mikus, financial advisor Boston MA
Christopher Mikus
CRD#: 7326493
One International Place, Suite 770, Boston, MA 02110

Christopher Mikus (CRD# 7326493) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA 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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