Overview
Assets Under Management: $724 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 128
Average Client Assets: $3 million
Frequently Asked Questions
ASSETBUILDER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142665), ASSETBUILDER, INC. is subject to fiduciary duty under federal law.
ASSETBUILDER, INC. is headquartered in PLANO, TX.
ASSETBUILDER, INC. serves 128 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, ASSETBUILDER, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ASSETBUILDER, INC. manages $724 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, ASSETBUILDER, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,671
Discretionary Accounts: 1,671
Regulatory Filings
CRD Number: 142665
Filing ID: 1956513
Last Filing Date: 2025-03-25 12:09:00
Website: https://assetbuilder.com