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Building 2ASSETBUILDER, INC.

Map pinALLEN, TX
Phone972-535-4040
NotebookSEC #801-67404
Total AUM
$812.7M
Employees
12
Clients
720

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 SOUTH CENTRAL EXPY
SUITE 1140
ALLEN
TX 75013
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
972-535-4040

ReceiptFinancials

Total AUM
$812.7M
Accounts
1,665
Discretionary
$812.7M
Accounts
1,665
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
467
AUM
$184.7M
HNW Individual Clients
247
AUM
$578.5M
Pension/Profit Sharing Plan Clients
1
AUM
$143.1K
Charitable Organization Clients
3
AUM
$48.9M
Corporation or Business Clients
2
AUM
$525K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMAMDMNMONCNYOKORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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