Carlos
Butcher
Birch Capital Management, LLC
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About this Advisor
Carlos Butcher is a financial advisor based in Dallas, Texas, working with Birch Capital Management, LLC. Carlos has previously held positions at Birch Capital Management LLC, Cape Kidnappers Golf Course, and Taylor Investment, LTD. Carlos has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Carlos is part of Birch Capital Management, LLC, which operates out of Dallas, Texas. The firm has 1 office and 2 employees. The firm manages assets totaling $233.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Birch Capital Management, LLC includes asset-based and hourly fees.
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Birch Capital Management, LLC Brokerage Details
$233,354,989
2
155
$1,505,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Carlos Butcher Work History
Birch Capital Managment LLC
Taylor Investment, LTD
Cape Kidnappers Golf Course
Disclosures
Please visit the SEC profile of Carlos Butcher 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 Capital Management, LLC
Dallas, TX
Dallas, TX
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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