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Bryan Hatfield

BIRCHCREEK WEALTH MANAGEMENT, LLC·MIAMI TOWNSHIP, Ohio
Unclaimed Profile
2955 EXCHANGE PLACE BLVD., MIAMI TOWNSHIP, OH 45342CRD# 5845028Firm CRD# 304207
01

About

Bryan Hatfield is a registered financial advisor based in MIAMI TOWNSHIP, Ohio, affiliated with BIRCHCREEK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
AUM
$279M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BIRCHCREEK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5845028
Firm CRD# 304207
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Hatfield offer?
Bryan Hatfield specializes in Financial Planning, Investment Management. Contact their office in MIAMI TOWNSHIP, Ohio for a consultation.
What are Bryan Hatfield's credentials?
Bryan Hatfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Hatfield located?
Bryan Hatfield is based in MIAMI TOWNSHIP, Ohio, working with BIRCHCREEK WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI TOWNSHIP metropolitan area and surrounding communities.
How does Bryan Hatfield charge for services?
Bryan Hatfield'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 BIRCHCREEK WEALTH MANAGEMENT, LLC?
BIRCHCREEK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIAMI TOWNSHIP
Daniel A Johnson — BIRCHCREEK WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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