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Birch Financial Group, LLC

● SEC registered since 2024CRD 332057SEC# 801-131297Keene, NH
Export (members)
Reg. AUM
$221.3M
Employees
3
Accounts
523
Location
Keene, NH

Birch Financial Group, LLC assets under management

Birch Financial Group, LLC is an investment advisory firm registered with the SEC based in Keene, NH. The firm has been registered since 2024. It reports $221.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/birchfinancialView on SEC.gov ↗

Birch Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Liana Marie Poodiack ControlManagerOver 75%2024
Travis James Poodiack ControlManager/Cco25-50%2024

Frequently asked questions

How much does Birch Financial Group, LLC manage?

Birch Financial Group, LLC reports $221.3 million in regulatory assets under management on its Form ADV.

How many employees does Birch Financial Group, LLC have?

Birch Financial Group, LLC reports 3 employees.

Where is Birch Financial Group, LLC located?

Birch Financial Group, LLC is based in Keene, NH and has been SEC-registered since 2024.

Does Birch Financial Group, LLC disclose fund performance?

Birch Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address149 Emerald St, Suite M2/M3, Keene, NH 03431
Phone603-338-3838
Fax603-696-4619
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221.3M
Non-discretionary$0
Total (RAUM)$221.3M