ASSETBUILDER, INC. (CRD# 142665) is an SEC-Registered Investment Advisor (RIA), headquartered in Plano, TX. The SEC approved the firm to operate as an RIA in Jan 2007. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $822.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ASSETBUILDER, INC. also reported in Mar 2018:
  • 11 employees, with 6 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASSETBUILDER, INC. has no disclosure events reported to the SEC at this time.

View ASSETBUILDER, INC.'s most recent Form ADV filing

ASSETBUILDER, INC. has Notice Filings with the following State Securities Authorities: AL-Mar 2014, AZ-Feb 2012, CA-Jul 2007, CO-Feb 2009, FL-Feb 2009 , GA-Mar 2011, IL-Feb 2009, MA-Jan 2008, MD-Mar 2013, MI-Mar 2013 , MN-Mar 2013, MO-Mar 2011, NC-Feb 2009, NJ-Mar 2013, NV-Mar 2018 , NY-Feb 2009, OH-Mar 2011, OK-Feb 2012, OR-Feb 2012, PA-Mar 2017 , SC-Feb 2012, TN-Feb 2009, TX-Jul 2007, VA-Feb 2010, WA-Jun 2009

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.