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Assetbuilder, Inc.

● SEC registered since 2007CRD 142665SEC# 801-67404Plano, TX
Export (members)
Reg. AUM
$723.6M
Employees
11
Accounts
1,671
Location
Plano, TX

Assetbuilder, Inc. assets under management

Assetbuilder, Inc. is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2007. It reports $723.6 million in regulatory assets under management and employs 11 people.
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Assetbuilder, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Anthony Norris Scott ControlChief Compliance OfficerUnder 5%2024
Bruce Dallas Griffith ControlPresident & Chief Operating OfficerUnder 5%2019
Kennon Stewart Grose ControlCeoOver 75%2006

Frequently asked questions

How much does Assetbuilder, Inc. manage?

Assetbuilder, Inc. reports $723.6 million in regulatory assets under management on its Form ADV.

How many employees does Assetbuilder, Inc. have?

Assetbuilder, Inc. reports 11 employees.

Where is Assetbuilder, Inc. located?

Assetbuilder, Inc. is based in Plano, TX and has been SEC-registered since 2007.

Does Assetbuilder, Inc. disclose fund performance?

Assetbuilder, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1255 West 15th Street, Suite 1000, Plano, TX 75075
Phone972-535-4040
Fax214-556-3848
Office hours8:30a.m.-4:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$723.6M
Non-discretionary$0
Total (RAUM)$723.6M