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Ian Alexander Brick

Brick & Kyle Associates Inc.

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About Ian Alexander Brick

Ian Brick is a registered Investment Advisor Representative (IAR) with Brick & Kyle Associates Inc.. Ian is licensed in New Jersey and Pennsylvania and has been in the industry since June 2023. Ian's firm specializes in financial planning and portfolio management services for both individuals and high-net-worth clients.

Firm Information

Ian Brick is currently registered with Brick & Kyle Associates Inc.. Brick & Kyle Associates Inc. is a registered investment advisor headquartered in Newtown, PA. The firm manages $397,730,336 in assets for 342 clients. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.
Brick & Kyle Associates Inc.

905 MT EYRE RD

NEWTOWN, PA 18940

$397.73M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ian Brick’s Registration & Firm History

PA

10/05/2023 - Present

Brick & Kyle Associates Inc. (NEWTOWN PA)

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Licenses & Designations

IA

Issued 10/05/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Alexander Brick.
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