Brick House Asset Management, LLC is a mid-sized advisory firm based in Rochester. It manages $29.6 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.
Brick House Asset Management provides portfolio management for individuals and small businesses and general consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brick House Asset Management, LLC is $29.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brick House Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Brick House Asset Management, LLC performs its advisory services is located at 9 Taylors Rise, Rochester, NY 14618, 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 585-271-2426 or by fax 585-271-5434. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bh-am.com.