SCALEBUILDER, LLC

SUMMIT, New Jersey·5 registered advisors·CRD# 313276
SEC# 801-1263340646-827-4700
01

Firm Overview

AUM
$252M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SCALEBUILDER, LLC

5 registered advisors
Ernesto Prado Cota
SUMMIT, New Jersey
Gabriel Anastassiades
SUMMIT, New Jersey
Robert Anthony Doeberl
SUMMIT, New Jersey
Thomas Paul Zucosky
SUMMIT, New Jersey
Tina Danielle Helman-Spotts
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
5 advisors

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Data sourced from SEC Form ADV filings. SCALEBUILDER, LLC (CRD# 313276) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.