|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brick & Kyle Associates Inc
✚
|
|
|---|---|
| CRD # | 107771 |
| SEC # | 801-55370 |
| CIK # | 0001632253, 0001163253 |
| AUM | $425.3 M (2025-05-01) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 215-493-8787 |
| Address | 905 Mt Eyre Rd Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Vance Enhanced Equity Income Fund | 0.5 | ||
| BlackRock Enhanced Equity Dividend Trust | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 93.5 |
| (b) Individuals (high net worth individuals) | 267 | 331.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 425.3 |
| By Discretionary | ||
| Discretionary | 331 | 425.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 425.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.3 | |
| Total | 331 | 425.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632253] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.4 | |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
✚
|
IL | 0.4 |
|
Vestwell Advisors LLC
✚
|
NY | 0.4 |
|
Stark Richard Joseph
✚
|
CO | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
GGM Financials LLC
✚
|
OH | 0.4 |
|
O'Keefe Stevens Advisory Inc
✚
|
0.4 | |
|
TFG Advisers LLC
✚
|
MI | 0.4 |
|
Aurdan Capital Management LLC
✚
|
PA | 0.4 |