Brick & Kyle Associates Inc
Brick & Kyle Associates Inc is an SEC-registered wealth manager in Newtown, PA with $491.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Brick & Kyle Associates Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107771, SEC 801-55370, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $491.7M (2026-04-06)
- Firm type
- Wealth Manager
- Location
- Newtown, PA
- Employees
- 6
- Clients
- 427
- CRD
- 107771
- Ownership
- BRICK, ANDREW, WHITTEN; BRICK, BETTY, DEANE; ROSSER, JEFFREY, WALTER; KALLEN, JONATHAN, WADE; LEWERS, JAMES, DONALD
How much AUM does Brick & Kyle Associates Inc have?
Brick & Kyle Associates Inc reported $491.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Brick & Kyle Associates Inc?
Disclosed owners and executives of Brick & Kyle Associates Inc include BRICK, ANDREW, WHITTEN, BRICK, BETTY, DEANE, ROSSER, JEFFREY, WALTER, KALLEN, JONATHAN, WADE, LEWERS, JAMES, DONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.