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Birch & Jossi Financial Advisors, Inc. (Clackamas)


Birch & Jossi Financial Advisors, Inc. is an adviser based in Clackamas. It manages $36.04 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2012.

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Birch & Jossi Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Birch & Jossi Financial Advisors: assets under management

The assets under management (AUM) of Birch & Jossi Financial Advisors, Inc. is $36.04 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $36.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $288.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Birch & Jossi Financial Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clackamas

The principal office where Birch & Jossi Financial Advisors, Inc. performs its advisory services is located at 9200 Se Sunnybrook Blvd. Ste 210, Clackamas, OR 97015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-654-5100 or by fax 503-654-5105. The normal business hours are 8.30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.birchandjossi.com.


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