BRICK & KYLE ASSOCIATES INC

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

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 Status	Approved
Firm CRD#	107771
SEC#	801-55370
Assets Managed by Firm	$397,730,336
No. of Clients	342
No. of Advisors	6

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 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

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