Borer Denton & Associates, Inc.
Firm details
- Headquarters
- Blue Bell, Pennsylvania
- CRD number
- 135729
- Registered since
- February 7, 2006
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.97%
- Charitable Organizations14.68%
- Individuals3.68%
- Pension & Profit Sharing Plans0.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Borer Denton & Associates, Inc. is a privately owned corporate RIA that has been SEC-registered since 2006. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals and small businesses. It operates as a registered representative of a broker-dealer and charges fees based on a percentage of assets under management. The firm does not describe itself as an ESG investor and is not positioned as a multi-state or pension consultant 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 Equities85%
- Cash & Cash Equivalents6%
- US Government Bonds5%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Owners & executives
1 of 1
Albert Denton
President, CEOCRD 1321620
Contacts
3 of 3Kathleen Hartung
Registered RepresentativeCRD 2083970
Edward Borer
ChairmanCRD 26171
Frederick Bluefeld
Vice PresidentCRD 1077653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $827K | 1,203 | 50.12% |
Location
Blue Bell, PA
Montgomery
Location
Blue Bell, PA
Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 610 Sentry Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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