Silver Birch Financial LLC
Silver Birch Financial LLC is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Silver Birch Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 341785, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-24)
- Firm type
- Ria
- Employees
- 1
- CRD
- 341785
- Ownership
- DAIGNEAULT, MATTHEW, EDWARD DAHLGREN; WOOTTEN, MATTHEW, PERRY
How much AUM does Silver Birch Financial LLC have?
Silver Birch Financial LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Silver Birch Financial LLC?
Disclosed owners and executives of Silver Birch Financial LLC include DAIGNEAULT, MATTHEW, EDWARD DAHLGREN, WOOTTEN, MATTHEW, PERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.