Birchcreek Wealth Management is an investment advisor in Miami Township with $199.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842601302
SEC advisor number
801-116914
FINRA CRD number
304207
AUM ?
$199.57 mm
(as of 19 Apr 23)
Accounts
169
(as of 19 Apr 23)
Employees
6
(4 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Johnson, Daniel, a | Managing Member, Principal and Chief Compliance Officer | 08/2019 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22