Borer Denton & Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated March 27, 2026, reports $403M in regulatory assets under management, 4 employees, and 220 accounts.
Assets Under Management
$403M
Employees
4
Offices
--
Total Clients
218
Primary office
BLUE BELL, PA
610 SENTRY PARKWAY, SUITE 100, BLUE BELL, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.4% of total clients.
Top client categories% of clientsClients
1
HNWI
62.4%
136
2
Individuals
33.5%
73
3
Charitable
4.1%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of March 27, 2026
Discretionary90.8%
$366M
91% of total RAUM90.8%
Non-discretionary9.2%
$37M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$403M
Total Accounts220
10Y AUM Change+$218M (+117.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.