Sharebuilder 401k

Overview

Sharebuilder 401k is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (since 2019) and serves primarily institutional clients. Its business activities include operating as a trust company, and its advisory menu lists pension consulting services and educational seminars/workshops. Fee arrangements reported include both percentage-of-AUM and fixed-fee structures. The firm is organized as a mix of domestic entity and individual ownership, is registered to advise in multiple states, and does not identify as an active ESG investor. It is not positioned as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices