BUILD FINANCIAL ADVISORS, LLC

BUILD FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 323201). Regulatory assets under management: $3.6M.

Registration

• CRD: 323201
• Type: Registered investment adviser
• Phone: 305-697-8772
• Latest filing: 2026-01-14
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.5M
• Non-discretionary AUM: $96K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search