Builder Investment Group Inc (Atlanta)

Name: Builder Investment Group Inc
Address: Tower Place 100, Suite 1775, Atlanta, GA, 30326
Telephone: 404-233-9341

Builder Investment Group Inc is a large advisory firm based in Atlanta. It manages $442.5 million of regulatory assets for 479 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Georgia, and 4 other states.

Builder Investment Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Builder Investment Group: assets under management

The assets under management (AUM) of Builder Investment Group Inc is $442.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $442.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $923.79 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 32% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 24% of the firm’s portfolio. Investments in investment grade corporate bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Builder Investment Group Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Allen Andrus Builder serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Allen Andrus Builder is high net worth individuals with 77 clients and $378.63 million of assets under management. Among the 11 most similar advisory firms, Builder Investment Group has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $442.5 million for 176 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Builder Investment Group doesn't advise any private funds.

Careers at Builder Investment Group Inc

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Allen Andrus Builder has been acting as President since 1 Jun 1997. James Montgomery Jackson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allen Andrus Builder	President	1 Jun 1997	75% - 100%	4387903
Dale Robert Hajost	Executive vice president/chief compliance officer	1 Jun 1997	Other	1871128
Donald Dwayne Trammell	Vice president	1 Jul 1997	Other	4926345
James Montgomery Jackson	Vice president	1 Jun 2000	Other	4515671

Based in Atlanta

The principal office where Builder Investment Group Inc performs its advisory services is located at Tower Place 100, Suite 1775, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-233-9341 or by fax 404-237-3168. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at big-inc.com.