Brick & Kyle Associates Inc is a large advisory firm based in Newtown. It manages $221.98 million of regulatory assets for 311 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, North Carolina, and Pennsylvania.
Brick & Kyle Associates provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brick & Kyle Associates Inc is $221.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 182% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brick & Kyle Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Edgar Wilson Brick is high net worth individuals with 187 clients and $133.19 million of assets under management. Among the 9 most similar advisory firms, Brick & Kyle Associates has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $221.98 million for 311 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Brick & Kyle Associates doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Edgar Wilson Brick has been acting as President since 1 Oct 1987. Andrew Whitten Brick joined the executive team most recently as the President.
The principal office where Brick & Kyle Associates Inc performs its advisory services is located at 905 Mt Eyre Rd, Newtown, PA 18940, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-493-8787 or by fax 215-493-8002. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at brick-kyle.com.