BRICKSTONE ADVISORS
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 319161
- Registered since
- December 13, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI95.24%
- Individuals4.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Brickstone Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Brickstone also operates as an insurance broker and charges clients using a mix of percentage-of-AUM, hourly fees, and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities94%
- Cash & Cash Equivalents4%
- Other2%
Contacts
1 of 1Alexander Bailey
Owner / Financial AdvisorCRD 7214270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 300 SE 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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