Birchwood Asset Management, LLC

Birchwood Asset Management, LLC (CRD# 155173) is a financial advisory firm headquartered in , . They manage $8,782,060 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $731,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, WI

Financial Advisors at Birchwood Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Maffuid, financial advisor Rhinelander WI
David R. Maffuid
CRD#: 1889050
Rhinelander, WI
96
Wealthminder
score

David Maffuid (CRD# 1889050) is an Investment Advisor Representative working at Birchwood Asset Management, LLC in Rhinelander, WI and has over 27 years of experience in the finance industry. David Maffuid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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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