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 formed in 1992 that serves individual and family clients. The firm operates as a corporation and describes itself as a capital allocator that hires third‑party managers. Its fee schedules combine asset‑based fees with fixed fees. Reported advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm does not identify 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 3JOHN RIDDLE
Managing Member and Chief Investment OfficerCRD 2733584
PHILLIP DANIELS
Chief Operating OfficerCRD 2220724
TODD BRAND
President and Chief Executive OfficerCRD 2275473
Contacts
3 of 15MARK JAEGER
CCO, Managing MemberCRD 4730811
Mikaela Hodges
Financial Planning AssociateCRD 7583429
Samuel Hunsicker
Financial Planning AssociateCRD 7283960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$355M in ETFs
93%
$329M
6%
$26.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $35.4M | 507,751 | 9.97% |
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
Similar firms
SYNTEGRA PRIVATE WEALTH GROUP LLC
RIACHESTERFIELD, MO
LARSON CAPITAL MANAGEMENT, LLC
RIACHESTERFIELD, MO
ACROPOLIS INVESTMENT MANAGEMENT
RIACHESTERFIELD, MO
CLARK FINANCIAL SERVICES GROUP, INC.
RIACHESTERFIELD, MO
MBM WEALTH CONSULTANTS, LLC
RIACHESTERFIELD, MO
MARKETRIDERS
RIACHESTERFIELD, MO