BIRCHBROOK - Financial Advisor in Maine, Bangor

Tel: 207-990-1117 82 Columbia St Bangor, Maine 04401

About BIRCHBROOK

BIRCHBROOK is a Bangor, Maine based financial advisory firm with nearly $245,178,595 in assets under management and provides investment advisory services for 767 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

105164

Firm SEC#:

801-36582

Assets Under Management:

$245,178,595

No. of Clients:

767

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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