Birch Run Investments, LLC
Birch Run Investments, LLC (CRD# 285285) is a financial advisory firm headquartered in Exton, PA. They manage $270,026,467 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management270MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$7,500,735
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Birch Run Investments, LLC
1
David Killian (CRD# 5599953) is an Investment Advisor Representative working at Birch Run Investments, LLC in Exton, PA and has over 12 years of experience in the finance industry.
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