Amg Brand Russell Inc (Chesterfield)

Amg Brand Russell Inc is a large advisory firm based in Chesterfield. It manages $215 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Missouri and Texas.

Amg Brand Russell provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amg Brand Russell: assets under management

The assets under management (AUM) of Amg Brand Russell Inc is $215 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $215 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.95 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amg Brand Russell Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amg Brand Russell Inc

Bryan Paul Brand has been acting as President since 1 Jan 2001. Cynthia Leigh Dolniak joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vicki Harris Brand	Secretary/treasurer	1 Mar 1992	25% - 50%	4341445
Bryan Paul Brand	Chairman	1 Jan 2001	50% - 75%	28778
Tod Brand	President	1 Jan 2001	Other	2275473
Todd Harris Brand	President	1 Jan 2001	Other	2275473
Cynthia Leigh Dolniak	Chief compliance officer	1 Jun 2004	Other	1103037

Based in Chesterfield

The principal office where Amg Brand Russell Inc performs its advisory services is located at 16640 Chesterfield Grove Rd, Chesterfield, MO 63005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.