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Build Financial Advisors, LLC
BUILD FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm manages $3 million on...
Overview
BUILD FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm manages $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Build Financial Advisors offer?
Build Financial Advisors provides financial planning, investment management, tax planning, and estate planning services. As a registered investment advisor, it acts as a fiduciary for clients. Services are customized to individual client goals, with no proprietary product mandates.
What investment philosophy does Build Financial Advisors follow?
The firm uses a holistic approach, combining asset allocation with tax-efficient strategies. Investments cover public equities, fixed income, real estate, and alternatives. It does not appear to have a public track record of direct private equity deals or venture capital.
Where is Build Financial Advisors headquartered?
The firm's physical location is not publicly confirmed, but it is registered as a U.S.-based RIA. Specific city and state details are not available in public filings or marketing materials.
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