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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
About Assetbuilder, Inc.
AssetBuilder is a Plano, TX-based team of fee-only, fiduciary advisors providing portfolio management, tax optimization, and CFP-led financial planning with a focus on retirement and long-term goals. The firm emphasizes building unique, low-cost portfolios guided by a reality-tested, Nobel Prize-winning research framework and delivers investor education through its “Keep it Simple” podcast. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNON STEWART GROSE
Chairman Of The Board, Financial Advisor, General Partner
- CRD
- #4955871
- Ownership
- 75% or more
BRUCE DALLAS GRIFFITH
Chief Operating Officer, President
- CRD
- #5309888
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Joseph William Badinger
Advisor
- CRD
- #7619237
Janet Lee Griffith
Senior Advisor
- CRD
- #6851408
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $812,663,572 | $488,086 |
| Non-Discretionary | $0 | -- |
| Total | $812,663,572 | $488,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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