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Building 2BORER DENTON & ASSOCIATES, INC.

Map pinBLUE BELL, PA
Phone610-238-0888
NotebookSEC #801-66225
Total AUM
$403M
Employees
4
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 SENTRY PARKWAY, SUITE 100
BLUE BELL
PA 19422-2314
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
610-238-0888

ReceiptFinancials

Total AUM
$403M
Accounts
220
Discretionary
$365.7M
Accounts
202
Non-Discretionary
$37.3M
Accounts
18

ContactClients

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Individual Clients
73
AUM
$14.8M
HNW Individual Clients
136
AUM
$326.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
9
AUM
$59.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

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

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