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BORER DENTON & ASSOCIATES, INC.
CRD 135729 · SEC 801-66225
610 SENTRY PARKWAY, SUITE 100, BLUE BELL, PA, 19422-2314, United States
Phone
610-238-0888
Fax
610-238-9989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.0M
Discretionary AUM
$365.7M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $14.8M |
| High net worth individuals | 136 | $326.3M |
| Charitable organizations | 9 | $59.2M |
States served
NJ, PA, FL
Official SEC filing: View on IAPD