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 is classified as an investment bank and placement agent. The firm has been SEC-registered since 2012. Source data identifies the owner type as a mix of a domestic entity and an individual. Builder Advisor Group is not reported to operate as a capital allocator or as an active ESG investor. Regulatory/operational descriptors in the source indicate the firm is not registered as a multi-state adviser, is not a pension consultant, is not a related adviser, and is not newly formed.
Assets & Accounts
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 1
Kevin Van Gorder
Chief Compliance OfficerCRD 5202236
Contacts
3 of 8
Christina Thompson
Associate DirectorCRD 5720033
Anthony Avila
Co-Founder & Managing PrincipalCRD 2871741
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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