David
Killian

Birch Run Investments, LLC

CRD#5599953
Investment Advisor
in Exton, PA

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About this Advisor

David Killian is a financial advisor working out of Exton, Pennsylvania with 7 years of relevant experience. Killian works at Birch Run Investments, LLC. The advisor has gained experience at Bb&T Securities, Birch Run Investments, LLC and Valley Forge Asset Management Corp. Killian maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Birch Run Investments, LLC is an advisory business operating out of Exton, PA. It manages $223 million in assets across its 25 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 25 client accounts, 43% are held by high-net-worth clients who have greater than $1 million in investable assets. Birch Run Investments, LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually vary depending on which services are provided. Fees billed by Birch Run Investments, LLC most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

211 Welsh Pool Road Suite 234
Exton, PA 19341

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Birch Run Investments, LLC Brokerage Details

Total Assets Under Management

$223,145,686

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

25

PA Average: 3,342
Average Account Size

$8,925,827

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Killian Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Birch Run Investments, LLC

2016 - 2016 (< 1 year)

Bb&T Securities

2011 - 2016 (5 years)

Valley Forge Asset Management Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Killian 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 Run Investments, LLC

Joseph Shacklock
Exton, PA
David Killian
Exton, PA
John Delaney
Exton, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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