BORGER CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- WAUSAU, Wisconsin
- CRD number
- 323065
- Website
- www.borgercapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Borger Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its billing options include a percentage-of-assets model as well as hourly and fixed-fee arrangements. Borger is not positioned as a capital allocator and does not describe itself as an ESG investor, pension consultant, multi-state adviser, related adviser, or newly formed firm.
Assets & Accounts
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
- US Government Bonds85%
- Exchange Traded Equities7%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Ludger Borger
President, CEOCRD 6176218
Contacts
2 of 2TODD GLIME
Financial PlannerCRD 4697151
Carlos Sacasa
Director of Wealth ManagementCRD 7343133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAUSAU, WI
MARATHON
Location
WAUSAU, WI
Headquartered in WAUSAU, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- MARATHON
- Address
- 1606 Meadowview Rd
- Time zone
- CT (UTC-6)
- Office locations
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