Company Information

Get to know AssetBuilder

Founded in 1999 by Scott Gerlach, AssetBuilder, Inc. is a fiduciary wealth management firm dedicated to helping clients achieve their financial goals through disciplined, long-term investment strategies. The company operates on a fee-only basis, meaning its revenue comes directly from clients, not from commissions on financial products, which aligns its interests with those of its clients. AssetBuilder's investment approach is heavily influenced by academic research and primarily utilizes funds from Dimensional Fund Advisors (DFA) to build globally diversified, passive portfolios. Their mission is to provide objective financial advice and comprehensive wealth management to individuals, families, and institutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AssetBuilder

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.