Birchbrook - Investment Advisers

About Birchbrook

Birchbrook is an investment adviser headquartered in Bangor, Maine, with seven employees and $296.46 million in regulatory assets under management. The firm describes itself as a fiduciary and fee-only adviser and says its clients' interests come first. It is one of the investment advisers in Maine in this directory. Its work for individuals and families covers areas such as retirement, budgeting, tax, estate review, and education planning. For trusts and estates, the firm cites more than 40 years of experience in administration. It also advises businesses and nonprofits on financial and operational matters, including retirement plans and endowment services. Clients who want their investments to reflect social or environmental goals can have socially responsible portfolios designed around their financial needs. Birchbrook is also listed in the Directory of US Investment Advisers, which covers firms nationwide.

Key Facts

Assets Under Management

$296.46M

Employees

7

SEC File Number

801-36582