Birch Hill Investment Advisors

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Birch Hill Investment Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 7 advisors. Birch Hill Investment Advisors manages $1.6 billion and provides investment advisory services for 175 clients (1:25 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $8,937,175
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:25
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 143750)
State(s) Registered AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, KS, ME, MD, MA, MI, MT, NV, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA

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