BIRCHBROOK
Firm details
- Headquarters
- BANGOR, Maine
- CRD number
- 105164
- Registered since
- May 11, 1990
- Website
- birchbrook.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.62%
- Individuals17.35%
- Charitable Organizations3.4%
- Pension & Profit Sharing Plans1.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Birchbrook is an independent registered investment adviser organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements and provides comprehensive advisory services that include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of third‑party managers, and client education through publications and seminars. Birchbrook does not position itself as an ESG investor and is not structured as a multi‑state or pension consultant adviser. The firm also lists an affiliation with a law firm.
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 Equities57%
- US Government Bonds20%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
3 of 3Charles Mussallem
Chief Investment OfficerCRD 7847203
LUCIE ESTABROOK
Chief Executive OfficerCRD 5867388
Jennifer Eastman
Chief Operating OfficerCRD 7058869
Contacts
2 of 2BRETT MILLER
Senior Portfolio ManagerCRD 2025341
JENIFER BUTLER
Senior AdvisorCRD 1935515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$155M in ETFs
100%
$155M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $34.9M | 586,492 | 22.49% |
Location
BANGOR, ME
PENOBSCOT
Location
BANGOR, ME
Headquartered in BANGOR, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- PENOBSCOT
- Address
- 82 Columbia St
- Time zone
- ET (UTC-5)
- Office locations
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