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 has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank and placement agent rather than as a traditional investment adviser or capital allocator. The profile indicates domestic ownership and identifies the entity as an individual-owned domestic firm. FINTRX signals that Builder Advisor Group does not present itself as an active ESG investor and is not registered as a multi-state adviser. The firm supplied very little detail about advisory services, fee schedules, client types, or operating activities. The classification as a placement agent implies the firm’s primary activity is arranging or facilitating capital raises and placements for sponsors or issuers rather than managing pooled client portfolios directly.

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

    FinOpCRD 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