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 founded in 1990 and held by an individual owner. The firm serves both individual/family clients and institutional clients, operating as a capital allocator that blends discretionary portfolio management with advisory services. Its fee arrangements include asset-based fees, hourly billing, and fixed-price engagements. Service lines emphasize financial planning and portfolio management across individuals, small businesses and institutions. Birchbrook also offers manager selection, produces periodic publications, and runs educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
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 3
Charles Mussallem
Chief Investment OfficerCRD 7847203
Lucie Estabrook
Chief Executive OfficerCRD 5867388
Jennifer Eastman
Chief Operating OfficerCRD 7058869
Contacts
3 of 3
Jean Deighan
FounderCRD 1649834
Brett 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 115Active vs passive
$164M in ETFs
100%
$164M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $33.7M | 571,005 | 20.55% |
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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