Builder Advisor Group, LLC
Firm details
- Headquarters
- Corte Madera, California
- CRD number
- 156515
- Registered since
- March 1, 2012
- Website
- www.builderadvisorgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Van Gorder
Chief Compliance OfficerCRD 5202236
Contacts
3 of 7
Jocyline Carrena
AccountantCRD 7658892

Samuel Sutter
Investment Banking AssociateCRD 7737361

Zachary Legge
PresidentCRD 7349782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Caplight Markets LLC
Broker-DealerSan Francisco, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Greif & Co
Broker-DealerLos Angeles, CA
Apexus Capital LLC
Broker-DealerSanta Monica, CA
Citizens Jmp Securities, LLC
Broker-DealerSan Francisco, CA