Birchbrook

Overview

Birchbrook is an SEC registered investment adviser based in Bangor, ME, registered since 1990. It reports $296M in assets under management across 863 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$296M

Discretionary

98%

Accounts

863

Average account

$344K

Employees

7

Advisory reps

6

Registered since

1990

Jurisdictions

5

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Lucie Elizabeth Estabrook Chief Executive Officer CRD 5867388
• Charles James Mussallem Chief Investment Officer CRD 7847203
• Jennifer Lynn Eastman Chief Operating Officer CRD 7058869

Advisory reps 3 of 6

• Jenifer Lynne Butler Investment Adviser Rep CRD 1935515
• Jean Marguerite Deighan Investment Adviser Rep CRD 1649834
• Jennifer Lynn Eastman Investment Adviser Rep CRD 7058869

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

82 Columbia St
Bangor, ME 04401

County

Penobscot

Metro area

Bangor, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: birchbrook.com

Every state, with registration dates

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