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CRD: 323201
Build Financial Advisors, LLC
Aventura, FL
3056978772
$3.6M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Empower · Fidelity/NFS · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
-- Aventura FL
About Build Financial Advisors, LLC
Build Financial Advisors, LLC is a Aventura-based RIA. The firm has been operating for 3 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Empower. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Horizon insight
Investment Themes
Matrix Signal
Investment Vehicles
Catalyst
Services
North Fusion signal Legacy foundation Radial ember North legacy Matrix ember Capital focus
Owner & Executives
MICHAEL JAY ROSENSTEIN
Chief Compliance Officer, President
- CRD
- #1697497
- Ownership
- 75% or more
(458) 237-1750
oak.focus@signalcapital.com
in linkedin.com/in/fusion-ember
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Brett Donald Rosenstein
President, PRINCIPAL
- CRD
- --
- Ownership
- 10% but less than 25%
(780) 316-6894
crest.vector@foundationcapital.com
in linkedin.com/in/crest-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,483,453 | -- |
| Non-Discretionary | $95,541 | -- |
| Total | $3,578,994 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,578,994
Equity - OTC:
85.2% Equity - Exchange:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $546,838,285 | 85.2% |
| Equity - Exchange | $94,990,688 | 14.8% |
| Total | $641,828,973 | 100.0% |