Birchbrook
Birchbrook (CRD# 105164) is a financial advisory firm headquartered in Bangor, ME. They manage $213,652,228 in 805 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management214MILLION
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Total Number of Accounts805ACCOUNTS
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Average Account Value$265,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MA, ME, NY, TX
Jenifer Butler (CRD# 1935515) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 31 years of experience in the finance industry.
Jean Deighan (CRD# 1649834) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 33 years of experience in the finance industry. Jean Deighan 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.
Lucie Estabrook (CRD# 5867388) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 13 years of experience in the finance industry.
Jennifer Eastman (CRD# 7058869) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 4 years of experience in the finance industry.
Brett Miller (CRD# 2025341) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 34 years of experience in the finance industry.
Charles Mussallem (CRD# 7847203) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has 1 year of experience in the finance industry.