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 is classified in the data as an investment bank and placement agent. The firm’s profile indicates it operates in capital-marketing and placement activities rather than acting as a capital allocator. Ownership is reported as a combination of a domestic entity and an individual owner. The firm does not list active ESG investing among its stated practices. Little additional detail about fee schedules, advisory services, or client segments was provided, so public-facing information about its business model and service offerings is limited.
Assets & Accounts
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 8
Christina Thompson
Associate DirectorCRD 5720033

Anthony Avila
Co-Founder & Managing PrincipalCRD 2871741

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
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