SHAREBUILDER 401K

Overview

Sharebuilder 401k is organized as a limited liability company and has been SEC-registered since 2019. The firm serves an institutional client base and operates as a trust company, positioning itself around retirement-plan-related services. Its advisory activity list includes pension consulting services and educational seminars/workshops, and it reports a fee model that combines percentage-of-AUM and fixed-fee arrangements. The firm is registered to operate across multiple states and is not identified as a capital allocator or an active ESG investor. The data set lists pension consulting among its advisory activities but does not carry a separate designation as a pension consultant. Sharebuilder 401k is categorized as an unclassified adviser and is neither a related adviser nor newly formed according to the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices