Birchbrook
Birchbrook is an SEC-registered mass-market adviser in Bangor, ME with $296.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Birchbrook: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105164, SEC 801-36582, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $296.5M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Location
- Bangor, ME
- Employees
- 7
- Clients
- 320
- CRD
- 105164
- Ownership
- DEIGHAN, JEAN, MARGUERITE; WILSON-SMITH, JENIFER, LYNNE; HANSON, DAWN, MARIE; WILSON, JENIFER, LYNNE; SMITH, JENNIFER, LYNNE
How much AUM does Birchbrook have?
Birchbrook reported $296.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Birchbrook?
Disclosed owners and executives of Birchbrook include DEIGHAN, JEAN, MARGUERITE, WILSON-SMITH, JENIFER, LYNNE, HANSON, DAWN, MARIE, WILSON, JENIFER, LYNNE, SMITH, JENNIFER, LYNNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.