Borer Denton & Associates, Inc. (Blue Bell)

Borer Denton & Associates, Inc. is a large advisory firm based in Blue Bell. It manages $223.76 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

Borer Denton & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Borer Denton & Associates: assets under management

The assets under management (AUM) of Borer Denton & Associates, Inc. is $223.76 million. The firm's AUM has grown by 130% since the beginning of its operation, and $1.77 million of the total AUM is attributable to clients outside of the United States.

The firm manages $171.97 million in discretionary accounts and $51.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.07 million.

Investments

The firm invests in exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment and business development companies form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Borer Denton & Associates, Inc. for their services and products based on a percentage of assets under management and commissions. 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 Edward Turner Borer serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Edward Turner Borer is high net worth individuals with 71 clients and $159.49 million of assets under management. Among the 11 most similar advisory firms, Borer Denton & Associates has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $223.76 million for 165 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Borer Denton & Associates doesn't advise any private funds.

Careers at Borer Denton & Associates, Inc.

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Edward Turner Borer has been acting as President since 1 May 2005. Frederick August Bluefeld joined the executive team most recently as the Vp & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Turner Borer	Chairman	1 May 2005	25% - 50%	26171
Albert Louis Denton	President & chief compliance officer	1 Oct 2005	25% - 50%	1321620
Kathleen Donnelly Hartung	Vp & treasurer	1 Oct 2005	Other	2083970
Mary Katherine Greenwood	Vp & secretary	1 Oct 2005	Other	2179664
Frederick August Bluefeld	Vp & secretary	1 Nov 2013	Other	1077653

Based in Blue Bell

The principal office where Borer Denton & Associates, Inc. performs its advisory services is located at 610 Sentry Parkway, Suite 100, Blue Bell, PA 19422, 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 610-238-0888 or by fax 610-238-9989. The normal business hours are 9am to 5pm on Monday - Friday.