Birchbrook

Registered investment advisor · Bangor, Maine · CRD #105164

Assets Under Management

$296M

Client Accounts

863

Employees

CRD Number

105164

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Birchbrook

Birchbrook is a SEC-registered investment advisory firm headquartered in Bangor, Maine, managing approximately $296M in regulatory assets across 863 client accounts. The firm's full regulatory record is filed with the SEC under CRD #105164.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Birchbrook

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Frequently Asked Questions

What is Birchbrook's AUM?

Birchbrook reports approximately $296M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Birchbrook headquartered?

Birchbrook is headquartered in Bangor, Maine.

What is Birchbrook's CRD number?

Birchbrook's CRD number is 105164. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.