Assetbuilder, Inc.

Assetbuilder, Inc. (CRD# 142665) is a financial advisory firm headquartered in Plano, TX. They manage $670,913,627 in 2,656 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    671
    MILLION
  • Total Number of Accounts
    2,656
    ACCOUNTS
  • Average Account Value
    $252,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, SC, TN, TX, VA, WA

Financial Advisors at Assetbuilder, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Gary M. Brittain
CRD#: 5309869
1255 West 15th Street, Suite 1000, Plano, TX 75075
93
Wealthminder
score

Gary Brittain (CRD# 5309869) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 9 years of experience in the finance industry.

2
Robert M. Burns
CRD#: 5286833
1255 West 15th Street, Suite 1000, Plano, TX 75075
93
Wealthminder
score

Robert Burns (CRD# 5286833) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 9 years of experience in the finance industry.

3
Bruce D. Griffith
CRD#: 5309888
1255 West 15th Street, Suite 1000, Plano, TX 75075
93
Wealthminder
score

Bruce Griffith (CRD# 5309888) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 9 years of experience in the finance industry.

4
Kennon S. Grose
CRD#: 4955871
1255 West 15th Street, Suite 1000, Plano, TX 75075
93
Wealthminder
score

Kennon Grose (CRD# 4955871) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 10 years of experience in the finance industry.

5
Wesley W. Sisk
CRD#: 5457543
1255 West 15th Street, Suite 1000, Plano, TX 75075
93
Wealthminder
score

Wesley Sisk (CRD# 5457543) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 8 years of experience in the finance industry.

6
Adam G. Morse
CRD#: 6325762
1255 West 15th Street, Suite 1000, Plano, TX 75075
89
Wealthminder
score

Adam Morse (CRD# 6325762) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 2 years of experience in the finance industry.

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