905 Mt Eyre Rd
Newtown, Pennsylvania 18940
Tel: 215-493-8787
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107771 |
SEC# | 801-55370 |
Assets Managed by Firm | $397,730,336 |
No. of Clients | 342 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 342 | $397,730,336 |
Individuals (other than high net worth individuals) | 83 | $55,182,564 |
High net worth individuals | 257 | $342,547,772 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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