Claim Profile
MD

Matthew G. Dines

BUILD ASSET MANAGEMENT, LLC·JEFFERSON CITY, Missouri
Unclaimed Profile
3608 WEST TRUMAN BLVD., JEFFERSON CITY, MO 65109CRD# 7057773Firm CRD# 298354
01

About

Matthew G. Dines is a registered financial advisor based in JEFFERSON CITY, Missouri, affiliated with BUILD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BUILD ASSET MANAGEMENT, LLC
BUILD ASSET MANAGEMENT
AUM
$109M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7057773
Firm CRD# 298354
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JEFFERSON CITY?

Browse all registered financial advisors in JEFFERSON CITY, Missouri or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew G. Dines offer?
Matthew G. Dines specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JEFFERSON CITY, Missouri for a consultation.
What are Matthew G. Dines's credentials?
Matthew G. Dines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew G. Dines located?
Matthew G. Dines 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 Matthew G. Dines charge for services?
Matthew G. Dines'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty