Birchwood Financial Partners, Inc.
● SEC registered since 2014CRD 169962SEC# 801-79443Bloomington, MN
Reg. AUM
$853.2M
Employees
15
Accounts
1,742
Location
Bloomington, MN
Birchwood Financial Partners, Inc. assets under management
Birchwood Financial Partners, Inc. operates as an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2014. It reports $853.2 million in regulatory assets under management and employs 15 people.
Birchwood Financial Partners, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damian John Winther Control | Owner/Cfo | 10-25% | 2010 |
| Dana Marie Brewer Control | Owner/Ceo/President | 10-25% | 2000 |
| Jill Renee Vilkama Control | Chief Compliance Officer | Under 5% | 2021 |
| Kimberly Ann Andrews | Owner/ Investment Advisor Representative | 5-10% | 2025 |
| Mary Bridget Miller Handke Control | Owner/Coo | 10-25% | 2010 |
| Rachel Olivia Infante Control | Owner/Secretary | 10-25% | 2020 |
| Stephen Boyd Dixon Control | Owner/Cio | 10-25% | 2010 |
Frequently asked questions
How much does Birchwood Financial Partners, Inc. manage?
Birchwood Financial Partners, Inc. reports $853.2 million in regulatory assets under management on its Form ADV.
How many employees does Birchwood Financial Partners, Inc. have?
Birchwood Financial Partners, Inc. reports 15 employees.
Where is Birchwood Financial Partners, Inc. located?
Birchwood Financial Partners, Inc. is based in Bloomington, MN and has been SEC-registered since 2014.
Does Birchwood Financial Partners, Inc. disclose fund performance?
Birchwood Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5601 Green Valley Dr., Suite 600, Bloomington, MN 55437 |
| Phone | 952-885-9088 |
| Fax | 952-885-9166 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$853.2M▲ 19%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$853.2Mregulatory AUM
Discretionary $830.3MNon-discretionary $22.9M