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BUILDER INVESTMENT GROUP
4401 Northside Pkwy Nw
Suite 520
Atlanta, Georgia 30327
Tel: 404-233-9341
About BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP, formally registered with the SEC as BUILDER INVESTMENT GROUP. The firm was established in 10/01/1983. They have over 1 offices throughout the country.
BUILDER INVESTMENT GROUP is a Atlanta, Georgia based Financial Planning firm with nearly $758,827,119 assets under management, offering retirement planning & investment advisory services to 569 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107671 |
| SEC# | 801-19907 |
| Assets Managed by Firm | $758,827,119 |
| No. of Clients | 569 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 569 | $758,827,119 |
| Individuals (other than high net worth individuals) | 89 | $97,186,214 |
| High net worth individuals | 75 | $621,044,708 |
| Pension and profit sharing plans | 5 | $12,466,502 |
| Charitable organizations | 3 | $11,623,145 |
| Corporations or other businesses | 3 | $16,506,550 |
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