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).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $265,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NY, TX

Financial Advisors at Birchbrook
Showing 1 - 6 of 6 top financial advisors.
1
Jenifer L. Butler
CRD#: 1935515
455 Harlow Street, Bangor, ME 04401

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.

2
Jean M. Deighan
CRD#: 1649834
455 Harlow Street, Bangor, ME 04401

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.

3
Lucie E. Estabrook
CRD#: 5867388
82 Columbia St, Bangor, ME 04401

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.

4
Jennifer L. Eastman
CRD#: 7058869
82 Columbia St, Bangor, ME 04401

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.

5
Brett S. Miller
CRD#: 2025341
82 Columbia St, Bangor, ME 04401

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.

6
Charles J. Mussallem
CRD#: 7847203
82 Columbia St, Bangor, ME 04401

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.

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