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| Happy Holidays!! thanks for using AUM13F!! |
| Brand Asset Management Group Inc
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|---|---|
| CRD # | 106162 |
| SEC # | 801-41031 |
| CIK # | 0001748766 |
| AUM | $930.4 M (2025-06-12) |
| Employees | 22 (59% Investors, 0% Brokers) |
| Phone | 636-532-7333 |
| Address | 16090 Swingley Ridge Road Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 4.3 | ||
| Nvidia Corp | 2.4 | ||
| Apple Inc | 2.0 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 349.3 |
| (b) Individuals (high net worth individuals) | 79 | 532.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 20.5 |
| (h) Charitable organizations | 0 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,606 | 930.4 |
| By Discretionary | ||
| Discretionary | 1,599 | 893.2 |
| Non-Discretionary | 7 | 37.1 |
| Total | 1,606 | 930.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 930.4 | |
| Total | 1,606 | 930.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748766] |
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|---|---|---|
|
CA Family Wealth LLC
✚
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CA | 0.9 |
|
Philip James Wealth Management LLC
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GA | 0.9 |
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BMO Nesbitt Burns Securities Ltd
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0.9 | |
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Belmont Capital LLC
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King Wealth Management Group LLC
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NY | 0.9 |
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Prospera Private Wealth LLC
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OK | 0.9 |
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Frazier Financial Advisors LLC
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OH | 0.9 |
|
Detalus Advisors LLC
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|
MO | 0.9 |
|
West Paces Advisors Inc
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GA | 0.9 |
|
Navigation Group LLC
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|
CA | 0.9 |