Overview
Assets Under Management: $112 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 81
Average Client Assets: $1.1 million
Frequently Asked Questions
BRICK STREET EQUITY MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159177), BRICK STREET EQUITY MANAGEMENT is subject to fiduciary duty under federal law.
BRICK STREET EQUITY MANAGEMENT is headquartered in ASHEVILLE, NC.
BRICK STREET EQUITY MANAGEMENT serves 81 high-net-worth clients according to their SEC filing dated February 09, 2018. View client details ↓
According to their SEC Form ADV, BRICK STREET EQUITY MANAGEMENT offers portfolio management for individuals. View all service details ↓
BRICK STREET EQUITY MANAGEMENT manages $112 million in client assets according to their SEC filing dated February 09, 2018.
According to their SEC Form ADV, BRICK STREET EQUITY MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.14%
Average Client Assets: $1.1 million
Total Client Accounts: 295
Discretionary Accounts: 295
Regulatory Filings
CRD Number: 159177
Filing ID: 1170710
Last Filing Date: 2018-02-09 07:50:00