Birch Financial Group

RIASEC RegisteredEst. 2024

Total AUM

$265M

Discretionary

$265M

100% of AUM

Avg account

$406K

Accounts

652

Employees

2

Advisory reps

2

Firm details

Headquarters: Keene, New Hampshire
CRD number: 332057
Registered since: October 17, 2024
Website: birchfinancialgroup.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.09%
Individuals16.91%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Birch Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fees are a mix of AUM-based charges, hourly fees, fixed fees and other arrangements. Birch identifies as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities62%
Public Funds/Mutual Funds34%
State & Local Bonds3%
Cash & Cash Equivalents1%

Contacts

2 of 2

Liana Poodiack
Co-FounderCRD 3230074
Travis Poodiack
Co-FounderCRD 6527796

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 30

Active vs passive

$63.3M in ETFs

Passive

88%

$55.4M

Active

3%

$7.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$14.6M	21,233	23.04%

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Primary office

Keene, NH

Cheshire

Location

Keene, NH

Headquartered in Keene, NH, in the Northeast of the United States.

Region: Northeast
County: Cheshire
Address: 149 Emerald St
Time zone: ET (UTC-5)
Office locations

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