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!

Introduce Yourself

Thank you for your interest in working with Brick Financial Management, LLC. Please tell us a little about yourself by filling out the form below. Brick Financial will keep your personal information private as stated in the privacy policy and terms & conditions. If you have any questions about the services we provide please feel free to contact us and we will respond directly.

Please be aware that we do not take custody of client assets. Your assets will be held in your name at, Ameritrade or another agreed upon broker and Brick Financial is granted limited trading authority on the account.

Should you want to start a relationship with us immediately please first thoroughly review our website, or our ADV Part II form, and the steps involved in the process. You should then proceed to our online Investment Management Questionnaire (QuickStart) form. Upon completion of the form and a review by us of its contents we can begin your investment program expeditiously.

Introduce Yourself: personal Information


First Name*  Last Name* 
Address 1*  Address 2 
City* State*

Day Phone*Evening Phone

* required

Introduce Yourself: your goals


under 35
35 - 50
50 - 65
over 65

Current Household Income?


Investable Assets?



How much can/will you invest each month?



What will you use your money for?
Family needs/obligations
Personal freedom/comfort
Relieve financial worries
Start a business
What is your investment time horizon?
I'll need my money in less than 5 years.
I'll need my money in about 7 - 10 years.
I won't need my money for at least 15 years.
I plan to leave this money to my children/charity
What is your risk tolerance?
How did you hear about us?*

If other please specify:


Please add any comments you have below:

IMPORTANT: The security of electronic mail sent through the Internet is not guaranteed. Brick Financial Management therefore recommends that you do not send confidential information to us via electronic mail, including social security numbers, account numbers and other personal identification numbers.


Home | Site Map | Introduce Yourself | Become A Client | The Third Pig | Disclosure | Privacy Policy | Terms & Conditions
51 John F. Kennedy Pkwy | First Floor West | Short Hills, NJ 07078 | 973-486-9860 |
Copyright ©2002-
Brick Financial Management, LLC. All rights reserved.