Brick Capital Management Inc (East Lansing)

Name: Brick Capital Management Inc
Address: 1400 Abbot Road, Ste 105, East Lansing, MI, 48823
Telephone: 517-332-7700

Brick Capital Management Inc is a large advisory firm based in East Lansing. It manages $2.44 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Brick Capital Management provides financial planning services and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brick Capital Management: assets under management

The assets under management (AUM) of Brick Capital Management Inc is $2.44 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 60% of the total AUM. The second-largest asset type is other assets, which make up 40% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brick Capital Management Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brick Capital Management serves?

The only and largest group of clients of Brick Capital Management is banking or thrift institutions with 24 clients and $2.44 billion of assets under management. Among the 10 most similar advisory firms, Brick Capital Management has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $2.44 billion for 24 clients. None of the firm’s clients are foreign persons or businesses.

Brick Capital Management doesn't advise any private funds.

Careers at Brick Capital Management Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bridget Christine Balesky	Vp, chief financial officer, chief operations officer	1 Jan 1997	25% - 50%	4362512
Kerry Elizabeth Zsigo	Vp, chief compliance officer	1 Jan 1997	25% - 50%	4362587
Kerry Elizabeth Brick	Vp, chief compliance officer	1 Jan 1997	25% - 50%	4362587
Bridget Christine Balesky	Vice president	1 Dec 2000	25% - 50%	4362512
Kerry Elizabeth Zsigo	Vice president	1 Dec 2000	25% - 50%	4362587
Jeffrey Reed Brick	President, ceo	1 Jan 2001	25% - 50%	4502484

Based in East Lansing

The principal office where Brick Capital Management Inc performs its advisory services is located at 1400 Abbot Road, Ste 105, East Lansing, MI 48823, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 517-332-7700 or by fax 517-332-0532. The normal business hours are 9:00am to 5:00pm est on Monday - Friday. You can find more information about the New York firm at brickinc.com.