AssetBuilder

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

1255 W 15th St Ste 1000, Plano, Texas, 7...

Phone Number

(972) 535-4040

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About AssetBuilder

AssetBuilder is a team of fee-only, fiduciary financial advisors dedicated to providing a disciplined, lower-cost approach to investing. They offer services such as portfolio management, tax optimization, financial planning, and retirement planning to help clients secure their financial futures. Their investment strategies are grounded in Nobel-Prize-winning research, ensuring clients receive informed and effective guidance. AssetBuilder aims to empower individuals to make strategic financial decisions while keeping costs low to maximize returns.Explore more
AssetBuilder's Social MediaSIC Code 62,628NAICS Code 52,523Show more

AssetBuilder Org Chart

Kennon Grose, Chief Executive Officer & Founder at AssetBuilder
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Chief Executive Officer & Founder

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AS
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Vice President, Technical Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AssetBuilder

<$5M
11-50
Private
<$5M
2006
Kennon Grose, Chief Executive Officer & Founder at AssetBuilder
Kennon GroseCEO & Founder
$5.2M
11-50
Private
<$5M
2000
<$5M
11-50
Private
-
2007
DS
David SteinhardtCo-Founder & Co-President
<$5M
11-50
Private
$24.9M
2017
MC
Mark ChahwanCo-Founder & CEO
<$5M
11-50
Private
<$5M
2000
JK
Jay KellettFounder & CEO & Chief Information Officer
<$5M
1-10
Private
-
2005
DB
Douglas BagwellChairman & CEO
Illustration of an envelope

AssetBuilder Tech Stack

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Frequently Asked Questions Regarding AssetBuilder

What is AssetBuilder's official website?
AssetBuilder's official website is www.assetbuilder.com
What is AssetBuilder's Revenue?
AssetBuilder's revenue is <$5 Million
What is AssetBuilder's SIC code?
AssetBuilder's SIC: 62,628
What is AssetBuilder's NAICS code?
AssetBuilder's NAICS: 52,523
How many employees does AssetBuilder have?
AssetBuilder has 11-50 employees
What industry does AssetBuilder belong to?
AssetBuilder is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is AssetBuilder competition?
AssetBuilder top competitors include: WrapManager, Douglas Bagwell, Sarwa, KCM Investment Advisors
What technology does AssetBuilder use?
Some of the popular technologies that AssetBuilder uses are: goo.gl, WordPress.org, PHP, MailChimp
How do I contact AssetBuilder?
AssetBuilder contact info: Phone number: (972) 535-4040 Website: www.assetbuilder.com
What does AssetBuilder do?

AssetBuilder is a team of fee-only, fiduciary financial advisors dedicated to providing a disciplined, lower-cost approach to investing. They offer services such as portfolio management, tax optimization, financial planning, and retirement planning to help clients secure their financial futures. Their investment strategies are grounded in Nobel-Pri... ze-winning research, ensuring clients receive informed and effective guidance. AssetBuilder aims to empower individuals to make strategic financial decisions while keeping costs low to maximize returns.Read More

What are AssetBuilder social media links?
AssetBuilder Linkedin page AssetBuilder Twitter page AssetBuilder Facebook page
Is AssetBuilder a public company?
AssetBuilder is private company therefore does not currently have an official ticker symbol
See more information about AssetBuilder

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