SILVER BIRCH FINANCIAL LLC
  • SILVER BIRCH FINANCIAL LLC
  • SILVER BIRCH FINANCIAL, LLC

Adviser Profile

As of Date 08/14/2026
Registration SEC, 120-Day Approval, 05/08/2026
Contact Info (80 xxxxxxx
Websites
AUM* 399,474,010
of that, discretionary 396,301,826
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 420,942
% High Net Worth 50.20%
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees