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BRICK & KYLE ASSOCIATES INC

905 Mt Eyre Rd
Newtown, Pennsylvania 18940
Tel: 215-493-8787

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About BRICK & KYLE ASSOCIATES INC

BRICK & KYLE ASSOCIATES INC, formally registered with the SEC as BRICK & KYLE ASSOCIATES INC. The firm was established in 04/14/1998. They have over 1 offices throughout the country.

BRICK & KYLE ASSOCIATES INC is a Newtown, Pennsylvania based Financial Planning firm with nearly $397,730,336 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107771
SEC#801-55370
Assets Managed by Firm$397,730,336
No. of Clients342
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total342$397,730,336
Individuals (other than high net worth individuals)83$55,182,564
High net worth individuals257$342,547,772

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