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Building 2BRAND ASSET MANAGEMENT GROUP, INC.

Map pinCHESTERFIELD, MO
Phone636-532-7333
NotebookSEC #801-41031
Total AUM
$1.2B
Employees
22
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16090 SWINGLEY RIDGE ROAD
STE 620
CHESTERFIELD
MO 63017
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
636-532-7333
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,795
Discretionary
$1.1B
Accounts
1,781
Non-Discretionary
$30.9M
Accounts
14

ContactClients

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Individual Clients
266
AUM
$434.6M
HNW Individual Clients
89
AUM
$706.5M
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M
Charitable Organization Clients
1
AUM
$8.6M
Corporation or Business Clients
1
AUM
$17M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILMIMONYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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