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Borer Denton & Associates, Inc.

● SEC registered since 2006CRD 135729SEC# 801-66225Blue Bell, PA
Export (members)
Reg. AUM
$403M
Employees
4
Accounts
220
Location
Blue Bell, PA

Borer Denton & Associates, Inc. assets under management

Borer Denton & Associates, Inc. is an investment advisory firm registered with the SEC based in Blue Bell, PA. The firm has been registered since 2006. It reports $403 million in regulatory assets under management and employs 4 people.

Borer Denton & Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Albert Louis Denton ControlPresident & Chief Compliance OfficerOver 75%2005
Frederick August BluefeldVp & SecretaryUnder 5%2013
Kathleen Donnelly HartungVp & Treasurer10-25%2005

Frequently asked questions

How much does Borer Denton & Associates, Inc. manage?

Borer Denton & Associates, Inc. reports $403 million in regulatory assets under management on its Form ADV.

How many employees does Borer Denton & Associates, Inc. have?

Borer Denton & Associates, Inc. reports 4 employees.

Where is Borer Denton & Associates, Inc. located?

Borer Denton & Associates, Inc. is based in Blue Bell, PA and has been SEC-registered since 2006.

Does Borer Denton & Associates, Inc. disclose fund performance?

Borer Denton & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address610 Sentry Parkway, Suite 100, Blue Bell, PA 19422-2314
Phone610-238-0888
Fax610-238-9989
Office hours9a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$403MNo change
Mar '25 — $401.3MApr '25 — $401.3MMay '25 — $401.3MJun '25 — $401.3MJul '25 — $401.3MAug '25 — $401.3MSep '25 — $401.3MOct '25 — $401.3MNov '25 — $401.3MDec '25 — $401.3MJan '26 — $401.3MFeb '26 — $401.3MMar '26 — $403MApr '26 — $403MMay '26 — $403MJun '26 — $403M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$403Mregulatory AUM
Discretionary $365.7MNon-discretionary $37.3M