Birch Investment Management, LLC

Birch Investment Management, LLC (CRD# 158735) is a financial advisory firm headquartered in Brookings, SD. They manage $19,779,687 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2301 Research Park Way, Brookings, SD 57006
https://www.instagram.com/sodakfiduciary
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $130,130
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SD

Financial Advisors at Birch Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Berkenhoff, financial advisor Brookings SD
Brian J. Berkenhoff
CRD#: 4542497
2301 Research Park Way, Brookings, SD 57006

Brian Berkenhoff (CRD# 4542497) is an Investment Advisor Representative working at Birch Investment Management, LLC in Brookings, SD and has over 22 years 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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