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Financial Advisor
Texas
Plano
ASSETBUILDER, INC.

ASSETBUILDER, INC.

Tel: 972-535-4040 1255 West 15th Street Suite 1000 Plano, Texas 75075

About ASSETBUILDER, INC.

ASSETBUILDER, INC. is a Plano, Texas based financial advisory firm with nearly $686,998,579 in assets under management and provides investment advisory services for 1759 clients. There are currently 11 financial advisors at the firm.

General Information
Firm CRD#:

142665

Firm SEC#:

801-67404

Assets Under Management:

$686,998,579

No. of Clients:

1759

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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