BRICK STREET FINANCIAL

Overview

Brick Street Financial is a small, owner-operated limited liability advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it reports providing discretionary portfolio management. Its activity profile and reported asset mix show a conservative, liquidity-oriented approach: cash and cash equivalents are the single largest holding category and account for roughly half of reported assets. Brick Street Financial does not identify as an active ESG investor, is not a multi-state adviser, and lists a law firm affiliation, which suggests a client mix or service relationship tied to legal professionals or legal entities.

Assets & Accounts

Investments & Alternatives

Location & Offices