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Building 2BRICKSTONE ADVISORS

Map pin
Phone954-944-9072
NotebookSEC #801-131615
Total AUM
$1.6M
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
BY APPOINTMENT OINLY
Phone
954-944-9072

ReceiptFinancials

Total AUM
$1.6M
Accounts
4
Discretionary
$1.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$10K
HNW Individual Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONGOING

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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