BIRCH FINANCIAL GROUP, LLC

BIRCH FINANCIAL GROUP
KEENE, New Hampshire·2 registered advisors·CRD# 332057
SEC# 801-1312970603-338-3838
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BIRCH FINANCIAL GROUP, LLC

2 registered advisors
Liana Marie Poodiack
KEENE, New Hampshire
Travis James Poodiack
KEENE, New Hampshire
05

Office Locations

KEENE, New Hampshire
2 advisors

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Data sourced from SEC Form ADV filings. BIRCH FINANCIAL GROUP, LLC (CRD# 332057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.