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David Edward Martin

Build Asset Management

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About David Edward Martin

David Edward Martin is an investment advisor representative with Build Asset Management, LLC, registered with the state of Washington. David has been working in the investment industry since March 2019. David has a Series 65 license, having passed the Uniform Investment Adviser Law Examination in July 2019. David specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Previously, David worked at Amazon.com, Inc. in Seattle, Washington, starting in January 2012.

Firm Information

David Martin is currently registered with Build Asset Management. Build Asset Management is an investment advisor based in JEFFERSON CITY, MO. They manage approximately $109.49 million in assets and serve clients including pooled investment vehicles, investment companies, and other investment advisors. They specialize in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They are registered with the SEC and their SEC number is 801-122911.
Build Asset Management

3608 WEST TRUMAN BLVD.

JEFFERSON CITY, MO 65109

$109.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Martin’s Registration & Firm History

WA

08/24/2019 - Present

Build Asset Management (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/26/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edward Martin.
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