BIRCH FINANCIAL GROUP, LLC
DBA: BIRCH FINANCIAL GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $264.7M |
| Discretionary | $264.7M100% of AUM |
| Client Accounts | 652 |
| Avg Account Size | $406K |
| Employees | 2 |
| Peak AUM | $264.7MJan 2026 |
AUM by Client Type
Total AUM
$265M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $265M | +19.6% | — | — | |
| Discretionary AUM | $265M | ||||
Key Metrics
| Total AUM | $264.7M |
| Discretionary | $264.7M |
| Employees | 2 |
| Client Accounts | 652 |
| Client Range | 101-250 |
Contact & Location
Address
149 EMERALD ST
KEENE NH 03431
Phone
603-338-3838
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$265M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported