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ONE BRICK PLANNING & CONSULTING, LLC
CRD 277047
5500 GREENWOOD PLAZA BLVD #130, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-660-2491
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.5M
Discretionary AUM
$28.6M
Team
3 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.8M |
| High net worth individuals | 19 | $21.9M |
| Pension/profit sharing plans | 2 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD