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Daniel A Johnson

BIRCHCREEK WEALTH MANAGEMENT, LLC·MIAMI TOWNSHIP, Ohio
Clean recordBIRCHCREEK WEALTH MANAGEMENT, LLC
2955 EXCHANGE PLACE BLVD., MIAMI TOWNSHIP, OH 45342CRD# 5169351Firm CRD# 304207

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel A Johnson · MIAMI TOWNSHIP, OH
Registration
CRD #5169351 · BIRCHCREEK WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel A Johnson 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
Introduction

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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# 5169351
Firm CRD# 304207
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel A Johnson offer?
Daniel A Johnson specializes in Financial Planning, Investment Management. Contact their office in MIAMI TOWNSHIP, Ohio for a consultation.
What are Daniel A Johnson's credentials?
Daniel A Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel A Johnson located?
Daniel A Johnson 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 Daniel A Johnson charge for services?
Daniel A Johnson'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 at BIRCHCREEK WEALTH MANAGEMENT, LLC

Bryan Hatfield
MIAMI TOWNSHIP, OH

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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
Advisor Fees in OhioNational Fee Analysis
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