What departments does AssetBuilder have?

AssetBuilder has employees across 2 departments including Finance, Business.

What is the largest department at AssetBuilder?

The largest department at AssetBuilder is Finance with 2 employees.

Where are AssetBuilder employees located globally?

AssetBuilder has employees across 2 continents and 3 countries including India, Singapore, United States Of America.

How has AssetBuilder's team size changed over time?

AssetBuilder's team has decreased from approximately 15 to 11 employees based on available data.

AssetBuilder Employee Directory

Financial ServicesTexas, United States11-50 Employees

AssetBuilder, Inc. is an SEC-registered investment advisor based in Allen, Texas, serving individuals and families throughout the Dallas–Fort Worth area and beyond. As a fee-only fiduciary, the firm emphasizes transparent, commission-free guidance in both investing and financial planning. It provides tailored portfolio management, retirement planning, comprehensive financial planning, tax-aware strategies, and estate planning designed to address each client's goals and circumstances. Its approach is evidence-based, drawing on tested research to construct diversified portfolios aimed at long-term growth and financial confidence. As fiduciaries, AssetBuilder is legally and ethically obligated to act in clients' best interests, with clear, straightforward advice and no commissions. The firm maintains a strong commitment to the local community, building long-term relationships with local families, professionals, and business owners.

AssetBuilder Global Highlights

North America
20

United States Of America
20

Asia
2

India
1
Singapore
1

AssetBuilder's Leadership

S. B.
Owner
Mobile Phone
Email
T. L.
Owner
Mobile Phone
Email
R. A.
Financial Director
Mobile Phone
Email
D. O. B.
Business Manager
Mobile Phone
Email
C. P.
Senior Advisor
Mobile Phone
Email
W. S.
Investment Advisor Representative
Mobile Phone
Email

AssetBuilder Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Legal
Accounting
Other
Consultant

Contact profiles from AssetBuilder

Name

Title

Contact Info

Location

Last Update

S. B.
Owner
Mobile Phone
Email
United StatesNew Mexico
Jan 08, 2026
T. L.
Owner
Mobile Phone
Email
Oct 16, 2024
R. A.
Financial Director
Mobile Phone
Email
Oct 22, 2024
D. O. B.
Business Manager
Mobile Phone
Email
Oct 23, 2024
C. P.
Senior Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 27, 2026
W. S.
Investment Advisor Representative
Mobile Phone
Email
United StatesTennessee
Oct 21, 2024

Frequently Asked Questions

What is AssetBuilder known for?

AssetBuilder was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 1050 Central Expressway South 1140 Allen, Texas United States; you can contact the main corporate office by phone at

+1-419-586-****

. Explore AssetBuilder's company overview page for more information.

What is AssetBuilder's most common email format?

AssetBuilder employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AssetBuilder email formats with LeadIQ.

How many employees does AssetBuilder have currently?

AssetBuilder has approximately 13 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are AssetBuilder's key employees and leadership?

As of June 2026, AssetBuilder's key employees include:

Owner: S. B.
Owner: T. L.
Financial Director: R. A.
Business Manager: D. O. B.
Senior Advisor: C. P.

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AssetBuilder Employee Directory

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