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ASSETBUILDER, INC.
ASSETBUILDER, INC.
PLANO, Texas
·
5 registered advisors
·
CRD# 142665
SEC# 801-67404
0
972-535-4040
01
Firm Overview
AUM
$687M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ASSETBUILDER, INC.
5 registered advisors
Anthony Norris Scott
PLANO, Texas
CRD# 7982514
Bruce Dallas Griffith
PLANO, Texas
CRD# 5309888
Kennon Stewart Grose
PLANO, Texas
CRD# 4955871
Michael James French
PLANO, Texas
CRD# 6501322
Robert Milton Clark Burns
PLANO, Texas
CRD# 5286833
05
Office Locations
PLANO, Texas
5 advisors
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Data sourced from SEC Form ADV filings. ASSETBUILDER, INC. (CRD# 142665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.