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 $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 |
More Retirement Planning firms in Plano, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Plano, Texas