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| AssetBuilder Inc
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| |
|---|---|
| CRD # | 142665 |
| SEC # | 801-67404 |
| CIK # | |
| AUM | $687.0 MM (2024-01-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 972-535-4040 |
| Address | 1255 West 15th Street Plano, TX 75075 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 216.2 |
| (b) Individuals (high net worth individuals) | 197 | 430.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.6 |
| (h) Charitable organizations | 3 | 36.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,759 | 687.0 |
| By Discretionary | ||
| Discretionary | 1,759 | 687.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,759 | 687.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.0 | |
| Total | 1,759 | 687.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbor Advisors LLC
✚
|
FL | 0.7 |
|
Atlantic Private Wealth LLC
✚
|
NC | 0.7 |
|
Scott Capital Partners LLP
✚
|
0.7 | |
|
Decisionpoint Financial LLC
✚
|
AZ | 0.7 |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 0.7 |
|
Detalus Advisors LLC
✚
|
MO | 0.7 |
|
BCG Securities Inc
✚
|
NJ | 0.7 |
|
Brown Miller Wealth Management LLC
✚
|
VA | 0.7 |
|
CW Investment Advisers LLC
✚
|
CA | 0.7 |
|
Montag & Caldwell LLC
✚
|
GA | 0.7 |