Adam
Desjardins
Birch Hill Investment Advisors LLC
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About this Advisor
Adam Desjardins is a financial advisor based in Boston, Massachusetts, working with Birch Hill Investment Advisors LLC. Adam has previously held a position at Birch Hill Investment Advisors LLC. Adam has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Adam is part of Birch Hill Investment Advisors LLC, which operates out of Boston, Massachusetts. The firm has 19 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Birch Hill Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Birch Hill Investment Advisors LLC Brokerage Details
$2,389,324,863
19
1,260
$1,896,290
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Desjardins Work History
Birch Hill Investment Advisors LLC
Disclosures
Please visit the SEC profile of Adam Desjardins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Birch Hill Investment Advisors LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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