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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 $686,998,579 assets under management, offering retirement planning & investment advisory services to 1759 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142665 |
| SEC# | 801-67404 |
| Assets Managed by Firm | $686,998,579 |
| No. of Clients | 1759 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1759 | $686,998,579 |
| Individuals (other than high net worth individuals) | 589 | $216,212,617 |
| High net worth individuals | 197 | $430,514,537 |
| Pension and profit sharing plans | 2 | $3,616,687 |
| Charitable organizations | 3 | $36,649,262 |
| Corporations or other businesses | 1 | $5,476 |
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