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BORRIS NII & COMPANY
HOWARD M. BORRIS & COMPANY, INC.
CRD 104709 · SEC 801-15184
8383 WILSHIRE BOULEVARD, SUITE 702, BEVERLY HILLS, CA, 90211, United States
Phone
310-358-1800
Fax
310-358-1813
Registration
— (—)
Source
State registered
Total AUM
$40.7M
Discretionary AUM
$19.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Commissions; % OF PROFESSIONAL INCOME FOR BUSINESS & FAMILY MGMT SERVICE
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersBUSINESS AND FAMILY WEALTH MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $40.7M |
All web addresses on file
Official SEC filing: View on IAPD