610 Sentry Parkway, Suite 100
Blue Bell, Pennsylvania 19422-2314
Tel: 610-238-0888
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 $329,898,849 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 135729 |
SEC# | 801-66225 |
Assets Managed by Firm | $329,898,849 |
No. of Clients | 202 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 202 | $329,898,849 |
Individuals (other than high net worth individuals) | 70 | $12,465,478 |
High net worth individuals | 121 | $265,118,250 |
Pension and profit sharing plans | 2 | $6,584,791 |
Charitable organizations | 9 | $45,730,330 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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