BRICK & KYLE Overview
Brick & Kyle Associates is an investment advisor that manages 207.3 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 120MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 120MM in positions, representing 58% of the manager's regulatory AUM.
BRICK & KYLE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRICK & KYLE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 5.39% | Cons. Disc. | 7.42% | -0.07% | 0 | 41% | ||
| MSFT | 5.28% | Tech | 20.6% | -0.07% | 0 | 41% | ||
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FEATURED IN
BRICK & KYLE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edgar W. Brick | Chairman | October-1987 |
| Andrew W. Brick | President | December-2014 |
| Betty D. Brick | Executive Vice President | December-2014 |
| Jonathan W. Kallen | Chief Compliance Officer | July-2004 |
| Jerome H. Walther | Senior Vice President | June-2010 |
BRICK & KYLE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BRICK & KYLE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is undervalued (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down alo...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is undervalued (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down alo...
Unlock Full Investment Process Description
BRICK & KYLE Portfolio Concentration
BRICK & KYLE Location
905 MT EYRE RD
NEWTOWN, Pennsylvania
UNITED STATES, 18940
NEWTOWN, Pennsylvania
UNITED STATES, 18940
BRICK & KYLE Contact Information
Phone Number: 215-493-4933
Fax Number: 215-493-8002
Website: https://www.caniaffordtoretire.com
Fax Number: 215-493-8002
Website: https://www.caniaffordtoretire.com
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