Birch Wealth Management

Birch Wealth Management (CRD# 304727) is a financial advisory firm headquartered in Rome, NY. They manage $38,268,914 in 352 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
414 N. James St., Suite C, Rome, NY 13440
https://www.linkedin.com/company/birch-wealth-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $108,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Birch Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Iris Buczkowski, financial advisor Rome NY
Iris L. Buczkowski
CRD#: 4582535
414 N. James St., Suite C, Rome, NY 13440

Iris Buczkowski (CRD# 4582535) is an Investment Advisor Representative working at Birch Wealth Management in Rome, NY and has over 20 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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