Builder Advisor Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
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 is classified in the data as an investment bank and placement agent. The firm’s profile indicates it operates in capital-marketing and placement activities rather than acting as a capital allocator. Ownership is reported as a combination of a domestic entity and an individual owner. The firm does not list active ESG investing among its stated practices. Little additional detail about fee schedules, advisory services, or client segments was provided, so public-facing information about its business model and service offerings is limited.

Assets & Accounts

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

    Kevin Van Gorder

    Chief Compliance OfficerCRD 5202236

Contacts

3 of 8
  • Christina Thompson

    Christina Thompson

    Associate DirectorCRD 5720033

  • Anthony Avila

    Anthony Avila

    Co-Founder & Managing PrincipalCRD 2871741

  • Zachary Legge

    Zachary Legge

    PresidentCRD 7349782

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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