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.
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 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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.