Builder Advisor Group, LLC

Overview

Builder Advisor Group, LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm is classified in the FINTRX snapshot as an investment bank and placement agent rather than a traditional wealth manager or asset allocator. Ownership is noted as a combination of a domestic entity and an individual. The profile in FINTRX indicates the firm does not function as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The available descriptors position Builder Advisor Group primarily as an intermediary focused on placement and investment-banking activity rather than on managing client portfolios.

Assets & Accounts

Location & Offices