Overview
Assets Under Management: $2.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 166
Average Client Assets: $14 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.49
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 1,346
Discretionary Accounts: 1,346
Regulatory Filings
CRD Number: 143750
Last Filing Date: 2025-02-28 00:00:00
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/BIRCH-HILL-INVESTMENT-ADVISORS-LLC/