Birch Financial Group, LLC
● SEC registered since 2024CRD 332057SEC# 801-131297Keene, NH
Reg. AUM
$264.7M
Employees
2
Accounts
652
Location
Keene, NH
Birch Financial Group, LLC assets under management
Birch Financial Group, LLC is an investment advisory firm registered with the SEC based in Keene, NH. The firm has been registered since 2024. It reports $264.7 million in regulatory assets under management and employs 2 people.
Birch Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Liana Marie Poodiack Control | Manager | Over 75% | 2024 |
| Travis James Poodiack Control | Manager/Cco | 25-50% | 2024 |
Frequently asked questions
How much does Birch Financial Group, LLC manage?
Birch Financial Group, LLC reports $264.7 million in regulatory assets under management on its Form ADV.
How many employees does Birch Financial Group, LLC have?
Birch Financial Group, LLC reports 2 employees.
Where is Birch Financial Group, LLC located?
Birch Financial Group, LLC is based in Keene, NH and has been SEC-registered since 2024.
Does Birch Financial Group, LLC disclose fund performance?
Birch Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 149 Emerald St, Suite M2/M3, Keene, NH 03431 |
| Phone | 603-338-3838 |
| Fax | 603-696-4619 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$264.7M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$264.7Mregulatory AUM
Discretionary $264.7M