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David Michael Killian

BIRCH RUN INVESTMENTS, LLC·EXTON, Pennsylvania
Unclaimed Profile
211 WELSH POOL ROAD, EXTON, PA 19341CRD# 5599953Firm CRD# 285285
01

About

David Michael Killian is a registered financial advisor based in EXTON, Pennsylvania, affiliated with BIRCH RUN INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BIRCH RUN INVESTMENTS, LLC
BIRCH RUN INVESTMENTS, LLC
AUM
$270M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BIRCH RUN INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5599953
Firm CRD# 285285
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Killian offer?
David Michael Killian specializes in Investment Management, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.
What are David Michael Killian's credentials?
David Michael Killian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Killian located?
David Michael Killian is based in EXTON, Pennsylvania, working with BIRCH RUN INVESTMENTS, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does David Michael Killian charge for services?
David Michael Killian's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRCH RUN INVESTMENTS, LLC?
BIRCH RUN INVESTMENTS, LLC has approximately 4 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Edward Prowell — PROWELL FINANCIAL MANAGEMENT, LLCChristopher James Annas — MERIDIAN WEALTH PARTNERS, LLCBrian Timothy Kohute — MERIDIAN WEALTH PARTNERS, LLCJay L Heller — MERIDIAN WEALTH PARTNERS, LLCDenean Reuben Williams — 4ALPHAS CAPITAL LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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