Birch Wealth Management
Birch Wealth Management (CRD# 304727) is a financial advisory firm headquartered in Rome, NY. They manage $38,268,914 in 352 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management38MILLION
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Total Number of Accounts352ACCOUNTS
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Average Account Value$108,719
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Birch Wealth Management
1
Iris Buczkowski (CRD# 4582535) is an Investment Advisor Representative working at Birch Wealth Management in Rome, NY and has over 21 years of experience in the finance industry.
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