PPrivate Fund Data Log in Join · $37/mo

Birchwood Financial Partners, Inc.

● SEC registered since 2014CRD 169962SEC# 801-79443Bloomington, MN
Export (members)
Reg. AUM
$744M
Employees
15
Accounts
1,720
Location
Bloomington, MN

Birchwood Financial Partners, Inc. assets under management

Birchwood Financial Partners, Inc. operates as an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2014. It reports $744 million in regulatory assets under management and employs 15 people.
www.facebook.com/birchwoodfpView on SEC.gov ↗

Birchwood Financial Partners, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Damian John Winther ControlOwner/Cfo10-25%2010
Dana Marie Brewer ControlOwner/Ceo/President25-50%2000
Jill Renee Vilkama ControlChief Compliance OfficerUnder 5%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Birchwood Financial Partners, Inc. manage?

Birchwood Financial Partners, Inc. reports $744 million in regulatory assets under management on its Form ADV.

How many employees does Birchwood Financial Partners, Inc. have?

Birchwood Financial Partners, Inc. reports 15 employees.

Where is Birchwood Financial Partners, Inc. located?

Birchwood Financial Partners, Inc. is based in Bloomington, MN and has been SEC-registered since 2014.

Does Birchwood Financial Partners, Inc. disclose fund performance?

Birchwood Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5601 Green Valley Dr., Suite 600, Bloomington, MN 55437
Phone952-885-9088
Fax952-885-9166
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$723.8M
Non-discretionary$20.1M
Total (RAUM)$744M