Insights

Wealth Management Growth Private, fee-only wealth management firm with recent senior hires and an acquisition, signaling capacity to scale services and expand high-net-worth client relationships.

Expansion Opportunities Recent staff additions and the acquisition of Jackson Creek Investment Advisors’ division indicate readiness to grow regional footprint and cross-sell planning, investment, and wealth management solutions.

Strategic Hiring New senior wealth advisor and additional CFA/CPA credentialed advisors suggest a focus on advanced financial planning, tax-efficient investing, and enhanced investment capabilities to attract more sophisticated clients.

Tech Enablement Usage of modern tech stack and a noted ChatGPT initiative imply opportunities to offer digital advisory experiences, client portals, and scalable virtual planning services to tech-savvy, growth-oriented clients.

Market Positioning Independent, legacy-focused private wealth firm with local Missouri presence and a mid-size revenue profile presents a target for family office clients, business owners, and multi-generational planning in regional markets.

Brand Asset Management Group Tech Stack

Brand Asset Management Group uses 8 technology products and services including MySQL, oEmbed, Twemoji, and more. Explore Brand Asset Management Group's tech stack below.

  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • HubSpot
    Marketing Automation
  • PHP
    Programming Languages
  • Google Search Console
    Web Analytics

Media & News

Brand Asset Management Group's Email Address Formats

Brand Asset Management Group uses at least 1 format(s):
Brand Asset Management Group Email FormatsExamplePercentage
FLast@brandamg.comJDoe@brandamg.com
100%

Frequently Asked Questions

What is Brand Asset Management Group's phone number?

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You can contact Brand Asset Management Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brand Asset Management Group's official website and social media links?

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Brand Asset Management Group's official website is brandamg.com and has social profiles on LinkedIn.

How much revenue does Brand Asset Management Group generate?

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As of July 2026, Brand Asset Management Group's annual revenue is estimated to be $50M - $100M.

What is Brand Asset Management Group's NAICS code?

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Brand Asset Management Group's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Brand Asset Management Group have currently?

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As of July 2026, Brand Asset Management Group has approximately 30 employees across 3 continents, including North AmericaEuropeAfrica. Key team members include Business Owner: J. S.Director: Z. T.Office Manager And Compliance Officer: C. D.. Explore Brand Asset Management Group's employee directory with LeadIQ.

What industry does Brand Asset Management Group belong to?

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Brand Asset Management Group operates in the Investment Management industry.

What technology does Brand Asset Management Group use?

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Brand Asset Management Group's tech stack includes MySQLoEmbedTwemojijQuery MigrateGoogle MapsHubSpotPHPGoogle Search Console.

What is Brand Asset Management Group's email format?

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Brand Asset Management Group's email format typically follows the pattern of FLast@brandamg.com. Find more Brand Asset Management Group email formats with LeadIQ.
Brand Asset Management Group logo

Brand Asset Management Group

Investment ManagementMissouri, United States11-50 Employees

Brand Asset Management Group is an independent private wealth advisory firm operating in the investment management sector. It is based in Chesterfield, Missouri, and is a second-generation, privately held company. The firm operates on a fee-only basis and provides guidance on investment management, retirement planning, charitable giving, and generational wealth planning to help clients achieve their life objectives. 

The client base includes individuals and families seeking tailored financial planning and investment resources to address long-term goals. In March 2026, Kaleb Doyle, a CPA and CFP, joined Brand Asset Management Group as Senior Wealth Advisor.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Brand Asset Management Group's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Brand Asset Management Group's revenue is estimated to be in the range of $50M - $100M

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