B
$358.9K Total AUM
$358.9K Disc. AUM
-- 3Y CAGR
3 Employees
0 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-20-2022
- Office Locations
- 1
Office Locations
402 E Main St. Clinton MS
About Brick Street Financial
Brick Street Financial is a Clinton-based RIA. The firm has been operating for 4 years. Managing $358.9K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$358.9K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ronald Craig Morton
Chief Compliance Officer, Director, Managing Member
- CRD
- #7453250
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $358,892 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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