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ASSETBUILDER, INC.
CRD 142665 · SEC 801-67404
1050 SOUTH CENTRAL EXPY, SUITE 1140, ALLEN, TX, 75013, United States
Phone
972-535-4040
Fax
214-556-3848
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$812.7M
Discretionary AUM
$812.7M
Team
12 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 467 | $184.7M |
| High net worth individuals | 247 | $578.5M |
| Pension/profit sharing plans | 1 | $143K |
| Charitable organizations | 3 | $48.9M |
| Corporations/business entities | 2 | $525K |
States served
AL, AZ, AR, CA, CO, GA, IL, MD, MA, MI, MN, MS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, TN, VA, MO, WA, TX, FL
All web addresses on file
- https://www.tiktok.com/@keepitsimple_investing?is_from_webapp=1&sender_device=pc
- HTTPS://ASSETBUILDER.COM
- https://www.instagram.com/assetbuildertx/
- https://www.facebook.com/investwithassetbuilder
- https://x.com/AssetBuilder
- https://www.linkedin.com/company/assetbuilder/
- HTTPS://WWW.ASSETBUILDER.COM
- https://youtube.com/@assetbuildertx
Official SEC filing: View on IAPD