Birchbrook
● SEC registered since 1990CRD 105164SEC# 801-36582Bangor, ME
Reg. AUM
$296.5M
Employees
7
Accounts
863
Location
Bangor, ME
About Birchbrook
Birchbrook is a fee-only fiduciary adviser offering insightful, objective guidance for families and individuals, trusts and estates, and businesses and nonprofits. It highlights independence, aligned incentives, and solutions ranging from personal planning to endowment and retirement plan support.
Summary based on the firm’s website.
Birchbrook assets under management
Birchbrook is an SEC-registered investment adviser based in Bangor, ME. The firm has been registered since 1990. It reports $296.5 million in regulatory assets under management and employs 7 people.
Birchbrook owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles James Mussallem Control | Chief Investment Officer | Under 5% | 2023 |
| Jennifer Lynn Eastman Control | Chief Operations Officer & Chief Compliance Officer | 25-50% | 2019 |
| Lucie Elizabeth Estabrook Control | Chief Executive Officer | Over 75% | 2019 |
Frequently asked questions
How much does Birchbrook manage?
Birchbrook reports $296.5 million in regulatory assets under management on its Form ADV.
How many employees does Birchbrook have?
Birchbrook reports 7 employees.
Where is Birchbrook located?
Birchbrook is based in Bangor, ME and has been SEC-registered since 1990.
Does Birchbrook disclose fund performance?
Birchbrook is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 82 Columbia St, Bangor, ME 04401 |
| Phone | 207-990-1117 |
| Fax | 207-990-1551 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$296.5M▲ 14%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$296.5Mregulatory AUM
Discretionary $289.8MNon-discretionary $6.7M