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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Prime zenithAtlas pioneer +more
- Established Date
- 09-26-2011
- Office Locations
- 1
Office Locations
About Birch Investment Management, L.l.c.
Birch Investment Management is an independent wealth manager led by Brian Berkenhoff, CFA, delivering comprehensive financial planning and tax-aware investment management for mid- to late-career households navigating major transitions (retirement, job changes, divorce, loss, windfalls). Planning covers cash flow, retirement, tax and estate work, education, and charitable giving, with an emphasis on risk mitigation. Primary custodian: Charles Schwab.
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Owner & Executives
BRIAN JAMES BERKENHOFF
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4542497
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,284,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,284,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,284,648
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,135,172,819 | 20.4% |
| Cash | $1,446,788,887 | 26.0% |
| U.S. Government/Agency | $929,283,631 | 16.7% |
| Equity - Exchange | $1,496,870,041 | 26.9% |
| Corporate - Investment Grade | $556,457,264 | 10.0% |
| Total | $5,564,572,642 | 100.0% |