Assetbuilder, Inc.
Assetbuilder, Inc. (CRD# 142665) is a financial advisory firm headquartered in Plano, TX. They manage $686,998,579 in 1,759 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management687MILLION
-
Total Number of Accounts1,759ACCOUNTS
-
Average Account Value$390,562
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IL, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA
Bruce Griffith (CRD# 5309888) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 17 years of experience in the finance industry.
Janet Griffith (CRD# 6851408) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 6 years of experience in the finance industry.
Kennon Grose (CRD# 4955871) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Adam Morse (CRD# 6325762) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 9 years of experience in the finance industry.
Joseph Badinger (CRD# 7619237) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has 1 year of experience in the finance industry.
Hannah Vickery (CRD# 7366136) is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has over 2 years of experience in the finance industry.