$62.7M Total AUM
$62.7M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
-- Portland OR
About Birch Elliott Financial, LLC
Birch Elliott Financial, LLC is a Portland, OR fee-only RIA offering step-by-step financial planning and investment guidance that links income, spending, taxes, savings, and portfolios. The firm is product-neutral (no product sales) and stresses clear, candid advice. Client focus includes entrepreneurs, with portfolios primarily implemented using public funds and ETFs, typically custodied at Schwab.
Team overview
49 AVG AGE
$62.7M AVG AUM / ADVISOR
$464.8K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JENNIFER JEAN DE THOMAS
Owner
- CRD
- #3214657
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,745,215 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,745,215 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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