Unclaimed Profile

Rita Elizabeth Tholt

BUILD ASSET MANAGEMENT, LLC·JEFFERSON CITY, Missouri

Clean recordBUILD ASSET MANAGEMENT, LLC

3608 WEST TRUMAN BLVD., JEFFERSON CITY, MO 65109CRD# 2194696Firm CRD# 298354

Profile Verification

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

Identity

Rita Elizabeth Tholt · JEFFERSON CITY, MO

Registration

CRD #2194696 · BUILD ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rita Elizabeth Tholt 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BUILD ASSET MANAGEMENT, LLC

BUILD ASSET MANAGEMENT

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BUILD ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2194696

Firm CRD# 298354

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rita Elizabeth Tholt offer?

Rita Elizabeth Tholt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JEFFERSON CITY, Missouri for a consultation.

What are Rita Elizabeth Tholt's credentials?

Rita Elizabeth Tholt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rita Elizabeth Tholt located?

Rita Elizabeth Tholt 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 Rita Elizabeth Tholt charge for services?

Rita Elizabeth Tholt'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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