Claim Profile
EB

Edgar Wilson Brick

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania
Unclaimed Profile
905 MT EYRE RD, NEWTOWN, PA 18940CRD# 30291Firm CRD# 107771
01

About

Edgar Wilson Brick is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with BRICK & KYLE ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRICK & KYLE ASSOCIATES INC
BRICK & KYLE ASSOCIATES INC
AUM
$398M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 30291
Firm CRD# 107771
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN?

Browse all registered financial advisors in NEWTOWN, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edgar Wilson Brick offer?
Edgar Wilson Brick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Edgar Wilson Brick's credentials?
Edgar Wilson Brick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgar Wilson Brick located?
Edgar Wilson Brick is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Edgar Wilson Brick charge for services?
Edgar Wilson Brick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRICK & KYLE ASSOCIATES INC?
BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty