ASSETBUILDER, INC.
Firm details
- Headquarters
- ALLEN, Texas
- CRD number
- 142665
- Registered since
- January 3, 2007
- Website
- www.assetbuilder.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.18%
- Individuals22.72%
- Charitable Organizations6.01%
- Corporations / Businesses0.06%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Assetbuilder, Inc. is an independent registered investment adviser, operating since its SEC registration in 2007 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it provides financial planning alongside portfolio management for individuals, small businesses, and larger business or institutional investors. Its fees are charged as a percentage of assets under management and via fixed fees. Assetbuilder does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2ANTHONY SCOTT
Chief Compliance OfficerCRD 7982514
BRUCE GRIFFITH
President, Chief Operating OfficerCRD 5309888
Contacts
3 of 8Joseph Badinger
Lead AdvisorCRD 7619237
Kayla Taylor
Client Service RepresentativeCRD 7154673
KENNON GROSE
Co-Founder and Chairman of the BoardCRD 4955871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALLEN, TX
COLLIN
Location
ALLEN, TX
Headquartered in ALLEN, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 1050 Central Expy S
- Time zone
- CT (UTC-6)
- Office locations
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