Brick & Kyle Associates, Inc.

EST. AUM
$491,727,277

CONTACTS

CLIENT ACCOUNTS
427

Firm Details

Metro area Philadelphia
CRD Number 107771
Website brick-kyle.com
Client types

Overview

Brick & Kyle Associates, Inc. is an SEC-registered investment adviser founded in 1984 and headquartered in Newtown, Pennsylvania. The firm provides discretionary portfolio management, retirement planning, financial planning, and wealth management services to individuals, high-net-worth families, trusts, corporations, pension plans, and charitable organizations. Its investment process incorporates fundamental, technical, and cyclical analysis while emphasizing customized portfolio construction and long-term client relationships.

Platform Details

Investment Preferences

Alternative Activity