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BIRCHVIEW CAPITAL, LP
BIRCHVIEW CAPITAL, LP
BURLINGTON, Vermont
·
4 registered advisors
·
CRD# 170534
SEC# 801-79710
0
802-923-3826
01
Firm Overview
AUM
$188M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at BIRCHVIEW CAPITAL, LP
4 registered advisors
Benjamin Grant Small
BURLINGTON, Vermont
CRD# 4587129
John Boardman Trottier
BURLINGTON, Vermont
CRD# 7025933
Matthew William Strobeck
BURLINGTON, Vermont
CRD# 5522663
Richard Mccormick
BURLINGTON, Vermont
CRD# 6329556
05
Office Locations
BURLINGTON, Vermont
4 advisors
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Data sourced from SEC Form ADV filings. BIRCHVIEW CAPITAL, LP (CRD# 170534) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.