BORDERLESS MANAGEMENT LLC

4290 S. Highway 27
Suite 201 Space 3
Clermont, Florida 34711
Tel: 650-412-9447

About BORDERLESS MANAGEMENT LLC

BORDERLESS MANAGEMENT LLC, formally registered with the SEC as BORDERLESS MANAGEMENT LLC. The firm was established in 10/12/2023. They have over 2 offices throughout the country.

BORDERLESS MANAGEMENT LLC is a Clermont, Florida based Financial Planning firm with nearly $339,576,141 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323404
SEC#	801-128516
Assets Managed by Firm	$339,576,141
No. of Clients	19
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$339,576,141
Corporations or other businesses	2	$29,112,890

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