The BAM ALLIANCE is a community of more than 130 independent wealth
management firms located throughout the United States including Hawaii
and Puerto Rico. Established in 1997, member firms of the BAM ALLIANCE
currently serve more than 15,000 clients and their families, representing
more than $17 billion of collective assets as of September 30, 2012.
Detailed information regarding the BAM ALLIANCE’s unique approach to
wealth management along with an array of published articles, educational
materials, and links to live events throughout the country may be found at