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- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
About Brickstone Advisors
Brickstone Advisors is an independent, fee-based fiduciary and SEC-registered RIA in Fort Lauderdale serving South Florida. The firm provides integrated financial planning and wealth management for young professionals, FRS/public employees, business owners, and retirees—coordinating investments, retirement income, tax and estate planning, and insurance. Portfolios emphasize low-cost index funds/ETFs with selective active or factor exposure, with no hard account minimum.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Alexander Leo Paul Bailey
Chief Compliance Officer, Owner
- CRD
- #7214270
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | $390,000 |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | $390,000 |
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Separately Managed Accounts
Total SMA Asset: $2,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,077,250,714 | 40.5% |
| Cash | $1,078,937,288 | 14.2% |
| Other | $3,441,961,910 | 45.3% |
| Total | $7,598,149,912 | 100.0% |