$115MM AUM | $1 GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Dallas, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$1.00
# of Accounts
83
Avg Client Age
59
Overview

Birch Capital Management is a boutique investment management and wealth management firm serving families, trusts, foundations, and corporations. The firm primarily invests actively and directly in publicly traded domestic and foreign equities for both investment management and wealth management clients.

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