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Brickstone Financial

CRD 319161SEC# 801-131615
Export (members)
No longer SEC-registered. Brickstone Financial appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.6M
Employees
1
Accounts
4
Location

Brickstone Financial assets under management

Brickstone Financial is an investment advisory firm registered with the SEC. It reports $1.6 million in regulatory assets under management and employs 1 people.

Brickstone Financial owners & executives

1 reported
NameTitleOwnershipSince
Alexander Leo Paul Bailey ControlOwner And CcoOver 75%2024

Frequently asked questions

How much does Brickstone Financial manage?

Brickstone Financial reports $1.6 million in regulatory assets under management on its Form ADV.

How many employees does Brickstone Financial have?

Brickstone Financial reports 1 employees.

Does Brickstone Financial disclose fund performance?

Brickstone Financial is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8a.m.-5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6M
Non-discretionary$0
Total (RAUM)$1.6M