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John Boardman Trottier

BIRCHVIEW CAPITAL, LP·BURLINGTON, Vermont
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688 PINE STREET, BURLINGTON, VT 05401CRD# 7025933Firm CRD# 170534
01

About

John Boardman Trottier is a registered financial advisor based in BURLINGTON, Vermont, affiliated with BIRCHVIEW CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
BIRCHVIEW CAPITAL, LP
BIRCHVIEW CAPITAL, LP
AUM
$188M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BIRCHVIEW CAPITAL, LP →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7025933
Firm CRD# 170534
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Boardman Trottier offer?
John Boardman Trottier specializes in Investment Management, Retirement Planning. Contact their office in BURLINGTON, Vermont for a consultation.
What are John Boardman Trottier's credentials?
John Boardman Trottier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Boardman Trottier located?
John Boardman Trottier is based in BURLINGTON, Vermont, working with BIRCHVIEW CAPITAL, LP. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does John Boardman Trottier charge for services?
John Boardman Trottier'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 BIRCHVIEW CAPITAL, LP?
BIRCHVIEW CAPITAL, LP has approximately 3 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Joseph Burns — GSAM STABLE VALUE, LLCMatthew William Strobeck — BIRCHVIEW CAPITAL, LPBenjamin Grant Small — BIRCHVIEW CAPITAL, LPRichard Mccormick — BIRCHVIEW CAPITAL, LPJohn Kingston Dwight — DWIGHT ASSET MANAGEMENT COMPANY LLC
Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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