Unclaimed Profile

David Edward Martin

BUILD ASSET MANAGEMENT, LLC·JEFFERSON CITY, Missouri

Series 65Clean record6 years registeredBUILD ASSET MANAGEMENT, LLC

3608 WEST TRUMAN BLVD., JEFFERSON CITY, MO 65109CRD# 7169483Firm CRD# 298354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Edward Martin · JEFFERSON CITY, MO

Registration

CRD #7169483 · BUILD ASSET MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

BUILD ASSET MANAGEMENT

Aug 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 24, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUILD ASSET MANAGEMENT, LLC

CRD 298354 · SEC 801-122911

AUM

$109M

Regulatory assets under management

Employees

8 client accounts

Services offered by BUILD ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BUILD ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Edward Martin offer?

David Edward Martin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JEFFERSON CITY, Missouri for a consultation.

What are David Edward Martin's credentials?

David Edward Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Edward Martin located?

David Edward Martin is based in JEFFERSON CITY, Missouri, working with BUILD ASSET MANAGEMENT, LLC. Their office serves clients in the JEFFERSON CITY metropolitan area and surrounding communities.

How does David Edward Martin charge for services?

David Edward Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUILD ASSET MANAGEMENT, LLC?

BUILD ASSET MANAGEMENT, LLC has approximately 6 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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