Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > plano > ASSETBUILDER, INC.
ASSETBUILDER, INC.
1255 West 15th Street
Suite 1000
Plano, Texas 75075
Tel: 972-535-4040
About ASSETBUILDER, INC.
ASSETBUILDER, INC, formally registered with the SEC as ASSETBUILDER, INC. The firm was established in 01/03/2007. They have over 1 offices throughout the country.
ASSETBUILDER, INC. is a Plano, Texas based Financial Planning firm with nearly $676,849,406 assets under management, offering retirement planning & investment advisory services to 1965 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 142665 |
| SEC# | 801-67404 |
| Assets Managed by Firm | $676,849,406 |
| No. of Clients | 1965 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1965 | $676,849,406 |
| Individuals (other than high net worth individuals) | 614 | $183,960,715 |
| High net worth individuals | 258 | $458,139,340 |
| Pension and profit sharing plans | 2 | $5,503,489 |
| Charitable organizations | 3 | $29,244,869 |
| Corporations or other businesses | 1 | $993 |
More Retirement Planning firms in Plano, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $652,741,971,627 | 818 | 1096 | |
| $192,398,103,714 | 269289 | 3349 | |
| $140,836,403,633 | 3419 | 510 | |
| $134,002,200,000 | 147 | 906 | |
| $104,977,500,000 | 95 | 353 |
Explore More Retirement Advisors in Plano, Texas