DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
ASSETBUILDER, INC.
Tel: 972-535-4040
1255 West 15th Street Suite 1000
Plano, Texas 75075
ASSETBUILDER, INC.
ASSETBUILDER, INC. is a Plano, Texas based financial advisory firm with nearly $686,998,579 in assets under management and provides investment advisory services for 1759 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
Firm CRD#:
142665
SEC#:
801-67404
No. of Clients:
1759
Assets under Management
$686,998,579
No. of Advisors:
11
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