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 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
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
FinOpCRD 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
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