Builder Advisor Group, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Corte Madera, California
CRD number
156515
Registered since
March 1, 2012

Firm profile

FINTRX

Overview

Builder Advisor Group, LLC is organized as a limited liability company and shows SEC registration dating to 2012. Public disclosures from the firm are sparse: its classification is listed as unclassified, and ownership is noted as a domestic entity and an individual. The snapshot flags the firm as not operating as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. There is no material information provided about the firm’s client types, fee structure, or day-to-day advisory activities. The firm’s filings and the available dataset provide limited operational detail, which constrains assessment of its target client segments, service model (discretionary vs. nondiscretionary), or primary investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kevin Van Gorder

    Kevin Van Gorder

    Chief Compliance OfficerCRD 5202236

Contacts

3 of 7
  • Jocyline Carrena

    Jocyline Carrena

    AccountantCRD 7658892

  • Samuel Sutter

    Samuel Sutter

    Investment Banking AssociateCRD 7737361

  • Zachary Legge

    Zachary Legge

    PresidentCRD 7349782

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Corte Madera, CA

Marin

Location

Corte Madera, CA

Headquartered in Corte Madera, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
770 Tamalpais Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth