BIRCH FINANCIAL GROUP
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
FINTRXOverview
Birch Financial Group is an independent RIA structured as a limited liability company and registered with the SEC in 2024. The firm is owned by an individual and focuses its client work on high-net-worth individuals and families. Advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other billing options. Birch identifies as an active ESG investor, which informs security selection and manager choices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds34%
- State & Local Bonds3%
- Cash & Cash Equivalents1%
Contacts
2 of 2LIANA POODIACK
Co-FounderCRD 3230074
TRAVIS POODIACK
Co-FounderCRD 6527796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$43.1M in ETFs
100%
$42.9M
1%
$216K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $10.3M | 17,218 | 23.85% |
Location
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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