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

FINTRX

Overview

Borden Portfolio Management is a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage‑of‑AUM fee and manages discretionary accounts exclusively. Its client base is individual and family investors rather than institutional or pension clients. The adviser reports a preference toward fixed‑income allocations while maintaining a meaningful allocation to exchange‑traded equities and mutual funds for core exposure. With a compact asset base, the firm appears to run customized, account‑level portfolios rather than a productized platform. It is not an active ESG investor, is not registered as a multi‑state adviser, and does not position itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 40%, State & Local Bonds 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds40%
  • State & Local Bonds10%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Curtis Borden

    Sole ProprietorCRD 3013302

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth