BUILD ASSET MANAGEMENT

3608 West Truman Blvd.
Suite 200
Jefferson City, Missouri 65109
Tel: 833-852-8453

About BUILD ASSET MANAGEMENT

BUILD ASSET MANAGEMENT, formally registered with the SEC as BUILD ASSET MANAGEMENT. The firm was established in 12/20/2021. They have over 2 offices throughout the country.

BUILD ASSET MANAGEMENT is a Jefferson City, Missouri based Financial Planning firm with nearly $109,495,795 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298354
SEC#	801-122911
Assets Managed by Firm	$109,495,795
No. of Clients	8
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$109,495,795
Individuals (other than high net worth individuals)	Fewer than 5 clients	$41,386
High net worth individuals	Fewer than 5 clients	$4,087,220
Other investment advisers	Fewer than 5 clients	$65,066,714

More Retirement Planning firms in Jefferson City, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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