BRAND ASSET MANAGEMENT GROUP, INC.

16090 Swingley Ridge Road
Ste 620
Chesterfield, Missouri 63017
Tel: 636-532-7333

About BRAND ASSET MANAGEMENT GROUP, INC.

BRAND ASSET MANAGEMENT GROUP, INC, formally registered with the SEC as BRAND ASSET MANAGEMENT GROUP, INC. The firm was established in 03/16/1992. They have over 1 offices throughout the country.

BRAND ASSET MANAGEMENT GROUP, INC. is a Chesterfield, Missouri based Financial Planning firm with nearly $930,350,775 assets under management, offering retirement planning & investment advisory services to 1606 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106162
SEC#	801-41031
Assets Managed by Firm	$930,350,775
No. of Clients	1606
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1606	$930,350,775
Individuals (other than high net worth individuals)	240	$349,322,448
High net worth individuals	79	$532,864,248
Pension and profit sharing plans	Fewer than 5 clients	$20,458,269
Charitable organizations	Fewer than 5 clients	$8,069,650
Corporations or other businesses	Fewer than 5 clients	$19,636,160

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OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
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