Birchbrook is an SEC Registered Investment Advisor. It is neither offering nor rendering personalized investment advice or financial planning advice through this web site. This site is limited to dissemination of general information about the Advisor’s services. Birchbrook may transact business only in states in which it is registered, or states in which it is excluded or exempted from registration. Birchbrook is currently registered in ME, NY, TX, and FL, and has de minimus exemption to transact business for clients in other states. Additional information is available on Form CRS – Relationship Summary.
Birchbrook can only render advice after the delivery of a Disclosure Statement (Click Here) and the execution of either an Agreement to Provide Investment Management Services or a Consultation Agreement, signed by the client and the firm.
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