Brand Asset Management Group, Inc.
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 106162
- Registered since
- March 16, 1992
- Website
- brandamg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.15%
- Individuals37%
- Corporations / Businesses1.45%
- Charitable Organizations0.73%
- Pension & Profit Sharing Plans0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brand Asset Management Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1992. The firm serves individual and family clients and operates as a capital allocator, contracting with third-party managers where appropriate. Its fee mix includes percentage-of-AUM billing and fixed fees. Filings list core advisory services as financial planning, portfolio management for individuals, small businesses and institutions, the selection of other advisers, and pension-consulting services. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Phillip Daniels
Chief Operating OfficerCRD 2220724
Todd Brand
President and Chief Executive OfficerCRD 2275473
John Riddle
Managing Member and Chief Investment OfficerCRD 2733584
Contacts
3 of 14Ryan Green
Investment AdvisorCRD 5659936
Kaleb Doyle
Senior Wealth AdvisorCRD 7160578
James Blake
Family Wealth AdvisorCRD 6789458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$417M in ETFs
91%
$381M
7%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $40.2M | 485,371 | 9.63% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 16090 Swingley Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
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