Borden Portfolio Management
RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$295K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 122501
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Borden Portfolio Management is a very small, sole-proprietorship advisory practice run by an individual owner that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and reports a client base made up of individuals and families rather than institutions. It does not position itself as an ESG investor, multi-state adviser, pension consultant, capital allocator, or affiliated related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Investment Grade Corp Bonds40%
- State & Local Bonds10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Curtis Borden
Sole ProprietorCRD 3013302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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