BRICK & KYLE ASSOCIATES INC
SEC RegisteredAbout the firm
Brick & Kyle Associates, Inc. is an SEC-registered investment adviser located in Newtown, PA. The firm provides investment advisory services, with client accounts held in custody at Charles Schwab & Co., Inc. It also offers comprehensive tax and financial planning for pre-retirees and retirees seeking assistance in planning a financially secure future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services and comprehensive tax and financial planning, including wealth accumulation, cash flow analysis, income projections, life insurance needs assessment, debt management/budgeting, and investment strategies. Retirement planning services are provided at no additional fee to existing clients.
Who they serve
Pre-retirees and retirees seeking assistance in planning a financially secure future.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 113 | $106M |
| High Net Worth Individuals | 314 | $386M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRICK & KYLE ASSOCIATES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.