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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AssetBuilder Inc
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|---|---|
| CRD # | 142665 |
| SEC # | 801-67404 |
| CIK # | |
| AUM | $723.6 M (2025-03-25) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 972-535-4040 |
| Address | 1255 West 15th Street Plano, TX 75075 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 607 | 324.8 |
| (b) Individuals (high net worth individuals) | 128 | 356.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 3 | 41.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,671 | 723.6 |
| By Discretionary | ||
| Discretionary | 1,671 | 723.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,671 | 723.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 723.6 | |
| Total | 1,671 | 723.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goehring & Rozencwajg Associates LLC
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|
NY | 0.7 |
|
Torray Investment Partners LLC
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|
MD | 0.7 |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 0.7 |
|
Trubee Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Park Place Capital Corporation
✚
|
AL | 0.7 |
|
Atlas Wealth LLC
✚
|
OH | 0.7 |
|
Second Line Capital LLC
✚
|
LA | 0.7 |
|
New World Advisors LLC
✚
|
MA | 0.7 |
|
Harfst and Associates Inc
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|
WY | 0.7 |
|
Benchmark Financial Wealth Advisors LLC
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|
FL | 0.7 |