Overview
Assets Under Management: $2.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 166
Average Client Assets: $14 million
Frequently Asked Questions
BIRCH HILL INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143750), BIRCH HILL INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
BIRCH HILL INVESTMENT ADVISORS LLC is headquartered in BOSTON, MA.
BIRCH HILL INVESTMENT ADVISORS LLC serves 166 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, BIRCH HILL INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BIRCH HILL INVESTMENT ADVISORS LLC manages $2.7 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, BIRCH HILL INVESTMENT ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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://bhboston.com