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Timothy Michael Malloy

BIRCH HILL INVESTMENT ADVISORS LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 4897935Firm CRD# 143750
01

About

Timothy Michael Malloy is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BIRCH HILL INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BIRCH HILL INVESTMENT ADVISORS LLC
BIRCH HILL INVESTMENT ADVISORS LLC
AUM
$2.4B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BIRCH HILL INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4897935
Firm CRD# 143750
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Michael Malloy offer?
Timothy Michael Malloy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Timothy Michael Malloy's credentials?
Timothy Michael Malloy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Michael Malloy located?
Timothy Michael Malloy is based in BOSTON, Massachusetts, working with BIRCH HILL INVESTMENT ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Timothy Michael Malloy charge for services?
Timothy Michael Malloy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRCH HILL INVESTMENT ADVISORS LLC?
BIRCH HILL INVESTMENT ADVISORS LLC has approximately 19 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BIRCH HILL INVESTMENT ADVISORS LLC

Catherine M Kennedy
BOSTON, MA
Brett Anthony Mirliani
BOSTON, MA
Gary Richard Mikula
BOSTON, MA
John Barry Stiles
BOSTON, MA
Miner Allen Crary
BOSTON, MA
Paul Joseph Donovan
BOSTON, MA

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Research
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