Brick & Kyle Associates Inc.

Brick & Kyle Associates Inc. (CRD# 107771) is a financial advisory firm headquartered in Newtown, PA. They manage $206,780,174 in 380 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $544,158
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, PA

Financial Advisors at Brick & Kyle Associates Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Andrew W. Brick
CRD#: 2545233
905 Mt. Eyre Rd, Newtown, PA 18940
96
Wealthminder
score

Andrew Brick (CRD# 2545233) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 20 years of experience in the finance industry. Andrew Brick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James D. Lewers
CRD#: 3031642
905 Mt. Eyre Rd., Newtown, PA 18940
96
Wealthminder
score

James Lewers (CRD# 3031642) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 18 years of experience in the finance industry. James Lewers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Betty D. Brick
CRD#: 2407824
905 Mt. Eyre Rd., Newtown, PA 18940
93
Wealthminder
score

Betty Brick (CRD# 2407824) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 23 years of experience in the finance industry.

4
Jonathan W. Kallen
CRD#: 2947201
905 Mt. Eyre Rd, Newtown, PA 18940
93
Wealthminder
score

Jonathan Kallen (CRD# 2947201) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 19 years of experience in the finance industry.

5
Jerome H. Walther
CRD#: 2303129
905 Mt Eyre Rd, Newtown, PA 18940
93
Wealthminder
score

Jerome Walther (CRD# 2303129) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 24 years of experience in the finance industry.

6
Edgar W. Brick
CRD#: 30291
905 Mt. Eyre Rd., Newtown, PA 18940
86
Wealthminder
score

Edgar Brick (CRD# 30291) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 35 years of experience in the finance industry. Edgar Brick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.