BORER DENTON & ASSOCIATES, INC.
Adviser information for BORER DENTON & ASSOCIATES, INC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 6 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 183 | $318.5M |
Non-Discretionary | 22 | $45.9M |
Total | 205 | $364.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 69 | $12.8M |
HNW Individuals | 125 | $293.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $7.4M |
Charitable organizations | 9 | $50.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Other Business Activities | Registered representative of a broker-dealer |
Principal Office
610 SENTRY PARKWAY, SUITE 100BLUE BELL
PA
United States
Monday - Friday, 9AM TO 5PM
Tel: 610-238-0888, Fax: 610-238-9989
Chief Compliance Officer
A LOUIS DENTON
PRESIDENT AND CEO
610 SENTRY PARKWAY
SUITE 100
BLUE BELL
PA
United States
Tel:
610-238-0888
Fax:
610-238-9989
L******@************M
(Full email address available in API data)
Regulatory Contact
KATHLEEN D HARTUNG
VICE PRESIDENT, TREASURER & CFO
610 SENTRY PARKWAY, SUITE 100
BLUE BELL
PA
United States
Tel:
610-238-0888
Fax:
610-238-9989
K*******@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BORER, EDWARD, TURNER | Individual | – | CHAIRMAN | 05/2005 | 25-50% |
DENTON, ALBERT, LOUIS | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 10/2005 | 25-50% |
HARTUNG, KATHLEEN, DONNELLY | Individual | – | VP & TREASURER | 10/2005 | 5-10% |
BLUEFELD, FREDERICK, AUGUST | Individual | – | VP & SECRETARY | 11/2013 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 8M | 77K | – |
ABBVIE INC | COM | 10M | 57K | – |
AIR PRODS & CHEMS INC | COM | 1M | 6K | – |
AMERICAN EXPRESS CO | COM | 616K | 3K | – |
ANALOG DEVICES INC | COM | 3M | 12K | – |
AON PLC | SHS CL A | 10M | 33K | – |
APPLE INC | COM | 15M | 72K | – |
AUTOMATIC DATA PROCESSING INC | COM | 2M | 8K | – |
BANK AMERICA CORP | COM | 8M | 206K | – |
BANK NEW YORK MELLON CORP | COM | 1M | 19K | – |
BECTON DICKINSON & CO | COM | 8M | 34K | – |
BERKSHIRE HATHAWAY INC | CL B NEW | 19M | 47K | – |
CARMAX INC | COM | 2M | 21K | – |
CHURCH & DWIGHT INC | COM | 5M | 46K | – |
COCA COLA CO | COM | 342K | 5K | – |
COLGATE PALMOLIVE CO | COM | 636K | 7K | – |
COMCAST CORP | CL A | 3M | 82K | – |
COSTCO WHOLESALE CORP | COM | 20M | 23K | – |
CSX CORP | COM | 282K | 8K | – |
CVS HEALTH CORP | COM | 4M | 71K | – |
EATON CORP PLC | SHS | 284K | 905 | – |
EBAY INC. | COM | 1M | 21K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
FLOWERS FOODS INC | COM | 340K | 15K | – |
GOLDMAN SACHS GROUP INC | COM | 5M | 11K | – |
HOME DEPOT | COM | 12M | 34K | – |
HONEYWELL INTL INC | COM | 7M | 31K | – |
ILLINOIS TOOL WKS INC | COM | 9M | 39K | – |
INTERNATIONAL FLAVORS&FRAGRANC | COM | 245K | 3K | – |
J M SMUCKER CO | COM NEW | 218K | 2K | – |
JOHNSON & JOHNSON | COM | 9M | 64K | – |
JPMORGAN CHASE & CO | COM | 871K | 4K | – |
LOCKHEED MARTIN CORP | COM | 408K | 873 | – |
LOWES COS INC | COM | 685K | 3K | – |
MASTERCARD INCORPORATED | CL A | 2M | 4K | – |
MCCORMICK & CO INC | COM NON VTG | 4M | 53K | – |
MCDONALDS CORP | COM | 3M | 11K | – |
MERCK & CO INC | COM | 2M | 16K | – |
MERIDIAN CORPORATION | COM | 360K | 34K | – |
META PLATFORMS INC | CL A | 600K | 1K | – |
MICROSOFT | COM | 30M | 66K | – |
MOODYS CORP | COM | 634K | 2K | – |
NEXTERA ENERGY INC | COM | 789K | 11K | – |
NOVO-NORDISK A S | ADR | 16M | 115K | – |
ORACLE CORPORATION | COM | 8M | 57K | – |
PAYCHEX INC | COM | 3M | 24K | – |
PEPSICO INC | COM | 10M | 61K | – |
PPL CORP | COM | 270K | 10K | – |
PROCTER AND GAMBLE CO | COM | 856K | 5K | – |
QUALCOMM INC | COM | 4M | 21K | – |
QUEST DIAGNOSTICS INC | COM | 900K | 7K | – |
ROSS STORES INC | COM | 220K | 2K | – |
UNILEVER PLC | SPON ADR NEW | 283K | 5K | – |
UNION PAC CORP | COM | 9M | 41K | – |
UNITED PARCEL SERVICE INC | CL B | 5M | 39K | – |
VISA INC | COM CL A | 6M | 23K | – |