Birch Financial Group
Birch Financial Group is an SEC-registered wealth manager in Keene, NH with $264.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Birch Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332057, SEC 801-131297, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $264.7M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Keene, NH
- Employees
- 2
- Clients
- 192
- CRD
- 332057
- Ownership
- POODIACK, TRAVIS, JAMES; POODIACK, LIANA, MARIE
How much AUM does Birch Financial Group have?
Birch Financial Group reported $264.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Birch Financial Group?
Disclosed owners and executives of Birch Financial Group include POODIACK, TRAVIS, JAMES, POODIACK, LIANA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.