BUILDER ADVISOR GROUP, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
CORTE MADERA, California
CRD number
156515
Registered since
March 1, 2012

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KEVIN VAN GORDER

    Chief Compliance OfficerCRD 5202236

Contacts

3 of 7
  • Jocyline Carrena

    AccountantCRD 7658892

  • SAMUEL SUTTER

    Investment Banking AssociateCRD 7737361

  • Zachary Legge

    PresidentCRD 7349782

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth