BIRCHWOOD FINANCIAL PARTNERS, INC.
Adviser information for BIRCHWOOD FINANCIAL PARTNERS, INC. last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,422 | $580.4M |
| Non-Discretionary | 23 | $20.0M |
| Total | 1,445 | $600.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 302 | $101.5M |
| HNW Individuals | 314 | $491.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $840,076 |
| Charitable organizations | <5 | $5.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $985,594 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 229.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BIRCHWOOD FINANCIAL PARTNERS, INC. | BIRCHWOOD FINANCIAL PARTNERS, INC. |
Identifiers
| SEC RIA File Number | 801-79443 |
|---|---|
| SEC ERA File Number | 801-79443 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169962 |
| Legal Entity Identifier | None |
Principal Office
3300 EDINBOROUGH WAYSUITE 610
EDINA
MN
United States
Monday - Friday, 8-5
Tel: 952-885-9088, Fax: 952-887-2949
Chief Compliance Officer
JILL VILKAMA
OPERATIONS MANAGER
3300 EDINBOROUGH WAY
#610
EDINA
MN
United States
Tel:
952-885-9088
Fax:
952-887-2949
J***@**************M
(Full email address available in API data)
Regulatory Contact
RACHEL INFANTE
SECRETARY/INVESTMENT ADVISOR REPRESENTATIVE
3300 EDINBOROUGH WAY
#610
EDINA
MN
United States
Tel:
952-885-9088
Fax:
952-887-2949
R*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INFANTE, RACHEL, OLIVIA | Individual | – | OWNER/SECRETARY | 01/2020 | 10-25% |
| BREWER, DANA, MARIE | Individual | – | OWNER/CEO/PRESIDENT | 01/2000 | 25-50% |
| HANDKE, MARY BRIDGET, MILLER | Individual | – | OWNER/COO | 12/2010 | 10-25% |
| WINTHER, DAMIAN, JOHN | Individual | – | OWNER/CFO | 12/2010 | 10-25% |
| DIXON, STEPHEN, BOYD | Individual | – | OWNER/CIO | 12/2010 | 10-25% |
| Vilkama, Jill, Renee | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |