Builder Investment Group
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 107671
- Registered since
- October 1, 1983
- Website
- www.big-inc.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.84%
- Individuals12.75%
- Corporations / Businesses2.2%
- Pension & Profit Sharing Plans1.64%
- Charitable Organizations1.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Builder Investment Group is an independent registered investment adviser that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm is SEC-registered (since 1983) and is organized as a corporation under individual ownership. Its advisory work centers on fee-based asset management charged as a percentage of assets under management, and its stated advisory activities include portfolio management for both individuals/small businesses and for businesses or institutional accounts. Builder Investment Group does not identify as an active ESG investor and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds8%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$86.3M in ETFs
30%
$26.2M
65%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $21.4M | 515,385 | 24.75% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 4401 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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