Matthew
Dines

Build Asset Management

CRD#7057773
Investment Advisor
in Seattle, WA

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About this Advisor

Matthew Dines is a chartered financial analyst working out of Seattle, Washington who has 4 years of relevant experience. Dines is currently employed by Build Asset Management. Throughout their career, they have worked at Build Asset Management, LLC, Amazon.Com and Openx Technologies, Inc. Dines can serve investors in Washington. Build Asset Management is an advisory business that has its headquarters in Jefferson City, MO. It has a total of seven people on staff. It administers $105 million in assets between its five accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The company performs a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors depend on the financial services provided. However, fee types billed by Build Asset Management typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

146 N Canal St Ste 210
Seattle, WA 98103

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Build Asset Management Brokerage Details

Total Assets Under Management

$105,446,669

WA Average: $11,469,110,461
Total Number of Employees

7

WA Average: 458
Total Number of Accounts

5

WA Average: 33,415
Average Account Size

$21,089,334

WA Average: $343,232

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Matthew Dines Work History

Matthew has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Build Asset Management, LLC

2017 - 2018 (1 year)

Amazon.Com

2014 - 2016 (2 years)

Amazon.Com

2013 - 2014 (1 year)

Openx Technologies, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Dines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Build Asset Management

Matthew Dines
Seattle, WA
David Martin
Seattle, WA
John Ruth
Jefferson City, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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