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BIRCHWOOD FINANCIAL PARTNERS, INC.
BIRCHWOOD FINANCIAL PARTNERS, INC. (CRD# 169962) is an SEC-Registered Investment Advisor (RIA), headquartered in Edina, MN. The SEC approved the firm to operate as an RIA in Apr 2014. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $400.4 Million, and has discretion over 94% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BIRCHWOOD FINANCIAL PARTNERS, INC. also reported in Oct 2018:
  • 9 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BIRCHWOOD FINANCIAL PARTNERS, INC. has no disclosure events reported to the SEC at this time.
 

View BIRCHWOOD FINANCIAL PARTNERS, INC.'s most recent Form ADV filing
 


BIRCHWOOD FINANCIAL PARTNERS, INC. has Notice Filings with the following State Securities Authorities: AZ-Apr 2014, CA-Apr 2014, FL-Jul 2014, IA-Apr 2014, IL-Jul 2014 , MN-Apr 2014, OR-Aug 2017, TX-Apr 2014, WI-Apr 2014

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.