|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Builder Investment Group Inc
✚
|
|
|---|---|
| CRD # | 107671 |
| SEC # | 801-19907 |
| CIK # | |
| AUM | $837.8 M (2025-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 404-233-9341 |
| Address | 4401 Northside Pkwy NW Atlanta, GA 30327 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 107.3 |
| (b) Individuals (high net worth individuals) | 77 | 685.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 13.8 |
| (h) Charitable organizations | 3 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 837.8 |
| By Discretionary | ||
| Discretionary | 573 | 837.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 837.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.7 | |
| United States Persons | 826.2 | |
| Total | 573 | 837.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BRIO Consultants LLC
✚
|
CA | 0.8 |
|
Wahed Invest LLC
✚
|
NY | 0.8 |
|
SMI Advisory Services LLC
✚
|
IN | 0.8 |
|
AMI Investment Management Inc
✚
|
IN | 0.8 |
|
LWM Advisory Services LLC
✚
|
FL | 0.8 |
|
Compton Financial Group LLC
✚
|
MD | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
SouthernSun Asset Management LLC
✚
|
TN | 0.8 |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
✚
|
TX | 0.8 |
|
Channel Wealth LLC
✚
|
CA | 0.8 |