ria
Birch Financial Group
KEENE, NH
CRD: 332057
In network coverage since September 15, 2026 · 3 stories
$265MRegulatory AUMSEC Form ADV · Oct 31
2EmployeesForm ADV
Regulatory AUM · Sep 19 – Oct 31
Network coverage
RIA
Advisors report muted client demand for Anthropic IPO shares
Birch Financial's Travis Poodiack estimates interest near 10% of clients, against about a quarter for the SpaceX IPO.