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Home > Retirement Planners > pennsylvania > blue bell > BORER DENTON & ASSOCIATES, INC.
BORER DENTON & ASSOCIATES, INC.
610 Sentry Parkway, Suite 100
Blue Bell, Pennsylvania 19422-2314
Tel: 610-238-0888
About BORER DENTON & ASSOCIATES, INC.
BORER DENTON & ASSOCIATES, INC, formally registered with the SEC as BORER DENTON & ASSOCIATES, INC. The firm was established in 02/07/2006. They have over 1 offices throughout the country.
BORER DENTON & ASSOCIATES, INC. is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $364,335,474 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135729 |
| SEC# | 801-66225 |
| Assets Managed by Firm | $364,335,474 |
| No. of Clients | 205 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 205 | $364,335,474 |
| Individuals (other than high net worth individuals) | 69 | $12,769,814 |
| High net worth individuals | 125 | $293,940,808 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,370,278 |
| Charitable organizations | 9 | $50,254,574 |
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|---|---|---|---|
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