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BIRCHVIEW CAPITAL, LP

Tel: 802-923-3826
688 Pine Street
2nd Floor
Burlington, Vermont  05401

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BIRCHVIEW CAPITAL, LP

BIRCHVIEW CAPITAL, LP is a Burlington, Vermont based financial advisory firm with nearly $188,066,895 in assets under management and provides investment advisory services for 16 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

170534

SEC#:

801-79710

No. of Clients:

16

Assets under Management

$188,066,895

No. of Advisors:

3

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