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 corporation operating as a small, SEC-registered advisory firm that combines registered broker-dealer representation with fee-based portfolio management for individual, family and some institutional clients. The firm charges fees as a percentage of assets under management and describes its advisory activity as portfolio management for individuals and small businesses. It is owned by an individual and has been SEC-registered since 2006. The firm does not position itself as a capital allocator, is not active on ESG, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1ALBERT 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 1Active vs passive
$674K in ETFs
100%
$674K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $674K | 1,128 | 100.00% |
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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