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The ranking includes 56 BAM-supported firms (over 40% of all firms included in the survey):
12 that made the $100+ Million Club, representing 30 percent of the list
19 firms making the $50+ Million Club, comprising 56 percent of the list
25 included in the Rising Stars list. BAM firms comprised 53 percent of this list
St. Louis-area BAM-supported firms who made the list include: AMD Financial Services, KB Investment Advisors and Mason Road Wealth Advisors ($50+ million Club).
“We are extremely proud to support these outstanding firms,” said Mont Levy, BAM principal and chief executive officer. “We have found that our approach has helped firms accelerate their revenue streams. Whether it’s an independent firm just getting started or a mature firm wanting to grow, we cater our support to their needs.”
BAM employs a multidisciplinary team that provides client firms with our intellectual capital, proprietary trading and technology tools, ongoing training, practice development coaching, marketing, communications and networking opportunities. This approach allows independent firms to focus on client relationships and retention.
About The Buckingham Family of Financial Services
Based in St. Louis, The Buckingham Family of Financial Services includes Buckingham Asset Management, LLC, BAM Advisor Services, LLC and BAM Risk Management, LLC. The Buckingham Family is led by a team of 15 principals and manages or administers nearly $9 billion in client assets. Its investment approach centers on a Nobel Prize-winning investment strategy and passive investment approach primarily through use of Dimensional Fund Advisors (DFA) funds and Buckingham’s proprietary fixed income platform. Through BAM Advisor Services helps like-minded Registered Investment Advisor firms, often associated with CPA practices, start, manage and grow their advisory organizations.
Copyright © 2009, Buckingham Family of Financial Services
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