Borland Marker

RIAState Registered
Total AUM
$98M
Discretionary
$98M
100% of AUM
Avg account
$485K
Accounts
202
Employees
2
Advisory reps
1

Firm details

Headquarters
Dayton, Ohio
CRD number
328726
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.15%
  • Individuals6.81%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Borland Marker operates as a privately held limited liability company and is an independent registered investment adviser serving individuals and families. Ownership is held by an individual. The firm provides financial planning and discretionary portfolio management across individual and small business clients as well as business or institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is registered to operate in North Carolina and Ohio and reports a single office location.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 18%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 3%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dayton, OH

Montgomery

Location

Dayton, OH

Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
7001 Corporate Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth