Joshua
Mclain

Brand Asset Management Group, Inc

CRD#7437780
Investment Advisor
in Chesterfield, MO

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About this Advisor

Joshua Mclain is a financial advisor based in Chesterfield, Missouri, working with Brand Asset Management Group, Inc. Joshua has previously held positions at Brand Asset Management Group, Inc, Moneta, and Liberty University. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Joshua is part of Brand Asset Management Group, Inc, which operates out of Chesterfield, Missouri. The firm has 19 employees and manages assets totaling $834.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Brand Asset Management Group, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

16090 Swingley Ridge Road Ste 620
Chesterfield, MO 63017

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Brand Asset Management Group, Inc Brokerage Details

Total Assets Under Management

$833,986,290

MO Average: $11,469,110,461
Total Number of Employees

19

MO Average: 458
Total Number of Accounts

1,531

MO Average: 33,415
Average Account Size

$544,733

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joshua Mclain Work History

2021 - Present (3 years)

Brand Asset Management Group, Inc

2015 - 2021 (6 years)

Moneta

2010 - 2015 (5 years)

Liberty University

Disclosures

Please visit the SEC profile of Joshua Mclain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brand Asset Management Group, Inc

Mikaela Hodges
Chesterfield, MO
James Blake
Chesterfield, MO
Samuel Hunsicker
Chesterfield, MO
Joshua Mclain
Chesterfield, MO
Damaris Gingerich
Chesterfield, MO
Ryan Green
Chesterfield, MO
Timothy Egart
Chesterfield, MO
W Clifford Aque
Chesterfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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