JAMES T. BORELLO & CO.

151 Dundee Avenue
East Dundee, Illinois 60118
Tel: 847-426-0200

About JAMES T. BORELLO & CO.

JAMES T BORELLO & CO, formally registered with the SEC as JAMES T BORELLO & CO. The firm was established in 11/05/2018. They have over 1 offices throughout the country.

JAMES T. BORELLO & CO. is a East Dundee, Illinois based Financial Planning firm with nearly $427,365,647 assets under management, offering retirement planning & investment advisory services to 1688 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	16860
SEC#	801-114233
Assets Managed by Firm	$427,365,647
No. of Clients	1688
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1688	$427,365,647
Individuals (other than high net worth individuals)	511	$145,585,673
High net worth individuals	138	$279,354,794
Corporations or other businesses	Fewer than 5 clients	$2,425,180

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