Brick Financial Management - Building Wealth One Brick At A Time®

Foliofn Login | Ameritrade Login
Contact Us | Become A Client |  
The Third Pig

Quick Guide:

Ready to start your investment program today?

With as little as $100 per month, you can work with us! It's easy to open an Account with Brick Financial Management!

Once you have reviewed our website and our ADV Form Part II on the Forms page, just click on the QuickStart button, pick the type of account you want to open, provide a little personal information, and complete an application. You can apply right now online!

Become A Client Overview

To learn more about our services and how we can service your investment management needs simply click on the appropriate online form below. Once you fill out the form, one of our Advisors will contact you at the time you specify on the form.

Information form for Individuals and Corporate Retirement Plans>>

Becoming a client is easy. You can review the seven step process here >>

Keep in mind that Brick Financial does not take custody of your assets. We designate an independent third party broker to custody your assets and we are simply granted discretionary trading authority. Please feel free to review the details here >>

Our fees are extremely competitive. Generally, our fees are substantially less than the typical mutual fund. Additionally, we have no asset or fee minimums. Check out our fee structure here >>

To start your investment program today you can also fill out our secure online Confidential Investment Management Questionnaire (IMQ) form. Just click the QuickStart button to the left or click here. Simply fill out the online form and we'll have your investment program up and running expeditiously >>

If you prefer to fill out the paper version of our IMQ and send it to us by snail mail, go to our Forms page and download our Confidential Investment Management Questionnaire (IMQ). Mail the questionnaire to:

Brick Financial Management, LLC

ATT: New Account IMQ

51 John F. Kennedy Pkwy

First Floor West

Short Hills, NJ 07078

If you have any questions please contact us directly at:

email:, OR

phone: 973-486-9860.

Note: You will need Adobe Acrobat 6.0 or higher to read the Questionnaires. If you do not have Adobe Acrobat you can download a free copy of Adobe Acrobat Viewer here. Once we receive your Confidential Questionnaire we will contact you to review your information.



Home | Site Map | Introduce Yourself | Become A Client | The Third Pig | Disclosure | Privacy Policy | Terms & Conditions
51 John F. Kennedy Blvd | First Floor West | Short Hills, NJ 07078 | 973-486-9860 |

Copyright ©2002-
Brick Financial Management, LLC. All rights reserved.