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Building 2JAMES T. BORELLO & CO.

Map pinEAST DUNDEE, IL
Phone847-426-0200
NotebookSEC #801-114233
Total AUM
$514.1M
Employees
4
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 DUNDEE AVENUE
EAST DUNDEE
IL 60118
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-426-0200

ReceiptFinancials

Total AUM
$514.1M
Accounts
700
Discretionary
$514.1M
Accounts
700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
534
AUM
$153.1M
HNW Individual Clients
166
AUM
$361M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAILINMIMNMONCNENYSCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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