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BIRCHBROOK

BANGOR, ME · CRD 105164 · IAPD ↗ · birchbrook.com · 207-990-1117

$296.5MRegulatory AUM
5Advisory reps
7Employees
3Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BIRCHBROOK added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.