BIRCH WEALTH MANAGEMENT
Tel: 315-795-2005 205 W. Court St. Rome, New York 13440
About BIRCH WEALTH MANAGEMENT
BIRCH WEALTH MANAGEMENT is a Rome, New York based financial advisory firm with nearly $49,734,169 in assets under management and provides investment advisory services for 398 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
304727
Firm SEC#:
801-121325
Assets Under Management:
$49,734,169
No. of Clients:
398
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY CONSULTING)
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