Dakota
Dakota
Book a Demo
Talk to an Expert

Brand Asset Management

EST. AUM
$1,174,395,273

CONTACTS
5

CLIENT ACCOUNTS
1,795

Firm Details

Metro area St. Louis
CRD Number 106162
Website brandamg.com
Client types

Overview

Brand Asset Management Group, Inc. ("BAMG") is a registered investment advisor serving legacy-minded families and business owners. The firm works with multi-generational families, business owners, affluent families, corporate executives, and physicians to develop personalized wealth strategies. Its approach centers on securing and growing wealth across generations through coordinated financial, estate, and legacy planning. BAMG has provided core wealth services to ultra-high-net-worth families for more than 30 years. The firm operates as a closely-held business with a team-based service model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy