Brick & Kyle Associates Inc
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 107771
- Registered since
- April 14, 1998
- Website
- brick-kyle.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.53%
- Individuals21.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brick & Kyle Associates Inc is an independent, SEC-registered advisory corporation that has been operating since 1998. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Compensation is charged as a percentage of assets under management. The adviser also conducts business as a registered representative of a broker-dealer. Brick & Kyle does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds31%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Andrew Brick
President, CEOCRD 2545233
Contacts
3 of 4Edgar Brick
ChairmanCRD 30291
Betty Brick
Executive Vice PresidentCRD 2407824
James Lewers
Vice PresidentCRD 3031642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$90.7M in ETFs
67%
$60.3M
28%
$30.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $16.9M | 167,922 | 18.62% |
Location
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 905 Mount Eyre Rd
- Time zone
- ET (UTC-5)
- Office locations
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