Birchwood Asset Management, LLC
Birchwood Asset Management, LLC (CRD# 155173) is a financial advisory firm headquartered in , . They manage $7,835,255 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$602,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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.