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BIRCHCREEK WEALTH MANAGEMENT, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
MIAMI TOWNSHIP, Ohio
·
2 registered advisors
·
CRD# 304207
SEC# 801-116914
0
(937) 567-0646
01
Firm Overview
AUM
$279M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BIRCHCREEK WEALTH MANAGEMENT, LLC
2 registered advisors
Bryan Hatfield
MIAMI TOWNSHIP, Ohio
CRD# 5845028
Daniel A Johnson
MIAMI TOWNSHIP, Ohio
CRD# 5169351
05
Office Locations
MIAMI TOWNSHIP, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. BIRCHCREEK WEALTH MANAGEMENT, LLC (CRD# 304207) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.