|
⚲
|
| Keyboard |
| Brick & Kyle Associates Inc
✚
|
|
|---|---|
| CRD # | 107771 |
| SEC # | 801-55370 |
| CIK # | 0001632253, 0001163253 |
| AUM | 491.7 M (2026-04-06) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 215-493-8787 |
| Address | 905 Mt Eyre Rd Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632253 0001163253 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.1 | ||
| Nvidia Corp | 26.1 | ||
| Microsoft Corp | 9.4 | ||
| Amazon Com Inc | 9.0 | ||
| Advanced Micro Devices Inc | 9.0 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Harris Corp /DE/ | 7.8 | ||
| Merck & Co Inc | 7.8 | ||
| United Technologies Corp /DE/ | 7.1 | ||
| Broadcom Inc | 6.8 | ||
| Denali Holding Inc | 6.6 | ||
| Alphabet Inc | 6.3 | ||
| Northeast Utilities | 6.2 | ||
| Honeywell International Inc | 6.1 | ||
| Johnson & Johnson | 5.5 | ||
| Visa Inc | 5.0 | ||
| Thermo Fisher Scientific Inc | 4.6 | ||
| AbbVie Inc | 4.2 | ||
| Chevron Corp | 4.2 | ||
| Verizon Communications Inc | 4.1 | ||
| Bank of America Corp /DE/ | 4.0 | ||
| Palo Alto Networks Inc | 4.0 | ||
| Facebook Inc | 3.7 | ||
| Lilly Eli & Co | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 105.6 |
| (b) Individuals (high net worth individuals) | 314 | 386.1 |
| (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 | 427 | 491.7 |
| By Discretionary | ||
| Discretionary | 427 | 491.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 427 | 491.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.7 | |
| Total | 427 | 491.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632253] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Milwealth Group LLC
✚
|
WI | 496.9 M |
|
Sa Wealth Management LLC
✚
|
NY | 496.4 M |
|
Mastodon Advisory Group LLC
✚
|
492.5 M | |
|
Chico Wealth RIA Inc
✚
|
CA | 492.0 M |
|
Samalin Investment Counsel LLC
✚
|
NY | 490.5 M |
|
Montgomery Investment Management Inc
✚
|
MD | 490.0 M |
|
Financial Avengers Inc
✚
|
CA | 488.4 M |
|
HRC Wealth Management LLC
✚
|
ID | 487.4 M |
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 486.6 M |
|
The Cavanaugh Group Inc
✚
|
SC | 485.7 M |