BIRCH WEALTH, INC.

BIRCH WEALTH MANAGEMENT
ROME, New York·1 registered advisor·CRD# 304727
SEC# 801-1213250315-795-2005
01

Firm Overview

AUM
$38M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BIRCH WEALTH, INC.

1 registered advisor
Iris Lee Buczkowski
ROME, New York
05

Office Locations

ROME, New York
1 advisor

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Data sourced from SEC Form ADV filings. BIRCH WEALTH, INC. (CRD# 304727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.