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BRICKSTONE ADVISORS
BRICKSTONE FINANCIAL
CRD 319161 · SEC 801-131615
300 SE 2ND STREET, SUITE 600, FORT LAUDERDALE, FL, 33301, United States
Phone
954-944-9072
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.1M
Discretionary AUM
$2.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; ONGOING
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $100K |
| High net worth individuals | 1 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD