Building Equities, LLC
RIAState Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$59.6K
Accounts
136
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 313539
- Website
- www.bldgeqtys.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Building Equities, LLC is a small, privately owned limited liability company that provides portfolio management services to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and focuses on direct advisory relationships rather than institutional or pension consulting work. It is not positioned as an ESG investor, does not operate across multiple states, and does not identify as a capital allocator or related adviser.
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
Asset composition
- Derivatives60%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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