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Bruce Dallas Griffith

ASSETBUILDER, INC.·PLANO, Texas
Unclaimed Profile
1255 WEST 15TH STREET, PLANO, TX 75075CRD# 5309888Firm CRD# 142665
01

About

Bruce Dallas Griffith is a registered financial advisor based in PLANO, Texas, affiliated with ASSETBUILDER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSETBUILDER, INC.
ASSETBUILDER, INC.
AUM
$687M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ASSETBUILDER, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5309888
Firm CRD# 142665
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Dallas Griffith offer?
Bruce Dallas Griffith specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Bruce Dallas Griffith's credentials?
Bruce Dallas Griffith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Dallas Griffith located?
Bruce Dallas Griffith is based in PLANO, Texas, working with ASSETBUILDER, INC.. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Bruce Dallas Griffith charge for services?
Bruce Dallas Griffith'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 ASSETBUILDER, INC.?
ASSETBUILDER, INC. has approximately 11 employees and manages $687M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANO
Jennifer Page Pustmueller — CAPROCK CAPITAL, LLCTravis David Carter — INSIGHT WEALTH PARTNERS, LLCDavid Scott Dryden — INSIGHT WEALTH PARTNERS, LLCWayne (none) Smith — INSIGHT WEALTH PARTNERS, LLCMark Evan Mitchell — CAPROCK CAPITAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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