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BRICK & KYLE ASSOCIATES INC
CRD 107771 · SEC 801-55370
905 MT EYRE RD, NEWTOWN, PA, 18940, United States
Phone
215-493-8787
Fax
215-493-8002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$491.7M
Discretionary AUM
$491.7M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $105.6M |
| High net worth individuals | 314 | $386.1M |
States served
CA, NJ, NY, NC, PA, FL
All web addresses on file
Official SEC filing: View on IAPD