BUILDER ADVISOR GROUP, LLC
Firm details
- Headquarters
- CORTE MADERA, California
- CRD number
- 156515
- Registered since
- March 1, 2012
- Website
- www.builderadvisorgroup.com
Firm profile
FINTRXOverview
Builder Advisor Group, LLC is organized as a limited liability company and appears on the SEC adviser register with an initial registration year of 2012. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and the snapshot flags that it does not act as a capital allocator and does not identify as an active ESG investor. The firm is not flagged as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm supplied minimal detail about its advisory activities, fee arrangements, or client segments in the available data. That lack of disclosure limits the ability to characterize its client focus, service model, or product mix from public FINTRX records alone.
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
Owners & executives
1 of 1KEVIN VAN GORDER
Chief Compliance OfficerCRD 5202236
Contacts
3 of 7Jocyline Carrena
AccountantCRD 7658892
SAMUEL SUTTER
Investment Banking AssociateCRD 7737361
Zachary Legge
PresidentCRD 7349782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORTE MADERA, CA
MARIN
Location
CORTE MADERA, CA
Headquartered in CORTE MADERA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 770 Tamalpais Dr
- Time zone
- PT (UTC-8)
- Office locations
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