ASSETBUILDER, INC.
CRD #142665 SEC #801-67404 PLANO, TX 972-535-4040
SEC Registered
Total AUM
$723.6M
Discretionary
$723.6M
Employees
11
Clients
10
Accounts
1,671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $723.6M | $723.6M | $0 | 11 | 0 |
| Nov 2024 | $687M | $687M | $0 | 11 | 0 |
| Nov 2024 | $687M | $687M | $0 | 11 | 0 |
| Sep 2024 | $687M | $687M | $0 | 10 | 0 |
| Apr 2024 | $687M | $687M | $0 | 10 | 0 |
| Jan 2024 | $687M | $687M | $0 | 10 | 0 |
| Jun 2023 | $676.8M | $676.8M | $0 | 9 | 0 |
| May 2023 | $676.8M | $676.8M | $0 | 9 | 0 |
| Mar 2023 | $676.8M | $676.8M | $0 | 9 | 0 |
| Oct 2022 | $822.6M | $822.6M | $0 | 9 | 0 |
| Aug 2022 | $822.6M | $822.6M | $0 | 9 | 0 |
| Mar 2022 | $822.6M | $822.6M | $0 | 9 | 0 |
| Jul 2021 | $739.1M | $739.1M | $0 | 10 | 0 |
| Mar 2021 | $739.1M | $739.1M | $0 | 12 | 0 |
| Jul 2020 | $790.8M | $790.8M | $0 | 12 | 0 |
| Jun 2020 | $790.8M | $790.8M | $0 | 12 | 0 |
| Mar 2020 | $790.8M | $790.8M | $0 | 12 | 0 |
| Apr 2019 | $765.9M | $765.9M | $0 | 12 | 0 |
| Mar 2019 | $765.9M | $765.9M | $0 | 12 | 0 |
| Nov 2018 | $822M | $822M | $0 | 11 | 0 |
| Mar 2018 | $822M | $822M | $0 | 11 | 0 |
| Mar 2017 | $732.8M | $732.8M | $0 | 11 | 1,200 |
| Mar 2016 | $670.9M | $670.9M | $0 | 14 | 1,200 |
| Mar 2015 | $686.4M | $686.4M | $0 | 14 | 1,200 |
| Jun 2014 | $616.2M | $616.2M | $0 | 11 | 1,200 |
| Mar 2014 | $616.2M | $616.2M | $0 | 11 | 1,200 |
| Mar 2013 | $524.5M | $524.5M | $0 | 10 | 1,100 |
| Feb 2012 | $486.6M | $486.6M | $0 | 6 | 1,000 |
| Feb 2012 | $486.6M | $486.6M | $0 | 6 | 1,000 |
| Mar 2011 | $401.3M | $401.3M | $0 | 10 | -- |
| Feb 2009 | $143.3M | $143.3M | $0 | 10 | -- |
| Mar 2008 | $68.6M | $68.6M | $0 | 10 | -- |
| Jan 2008 | $68.6M | $68.6M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$723.6M
Discretionary$723.6M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees11
Clients0
DateSep 2024
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$687M
Discretionary$687M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$676.8M
Discretionary$676.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2023
Total AUM$676.8M
Discretionary$676.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$676.8M
Discretionary$676.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$822.6M
Discretionary$822.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$822.6M
Discretionary$822.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$822.6M
Discretionary$822.6M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$739.1M
Discretionary$739.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$739.1M
Discretionary$739.1M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$790.8M
Discretionary$790.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$790.8M
Discretionary$790.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$790.8M
Discretionary$790.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2019
Total AUM$765.9M
Discretionary$765.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$765.9M
Discretionary$765.9M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$822M
Discretionary$822M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$822M
Discretionary$822M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$732.8M
Discretionary$732.8M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2016
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees14
Clients1,200
DateMar 2015
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees14
Clients1,200
DateJun 2014
Total AUM$616.2M
Discretionary$616.2M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2014
Total AUM$616.2M
Discretionary$616.2M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2013
Total AUM$524.5M
Discretionary$524.5M
Non-Disc.$0
Employees10
Clients1,100
DateFeb 2012
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees6
Clients1,000
DateFeb 2012
Total AUM$486.6M
Discretionary$486.6M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2011
Total AUM$401.3M
Discretionary$401.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--