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Daniel James Borello

JAMES T. BORELLO & CO.·EAST DUNDEE, Illinois
Clean recordJAMES T. BORELLO & CO.
151 DUNDEE AVENUE, EAST DUNDEE, IL 60118CRD# 6691474Firm CRD# 16860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel James Borello · EAST DUNDEE, IL
Registration
CRD #6691474 · JAMES T. BORELLO & CO.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel James Borello is a registered financial advisor based in EAST DUNDEE, Illinois, affiliated with JAMES T. BORELLO & CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JAMES T. BORELLO & CO.
JAMES T. BORELLO & CO.
AUM
$427M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JAMES T. BORELLO & CO. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6691474
Firm CRD# 16860
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel James Borello offer?
Daniel James Borello specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EAST DUNDEE, Illinois for a consultation.
What are Daniel James Borello's credentials?
Daniel James Borello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel James Borello located?
Daniel James Borello is based in EAST DUNDEE, Illinois, working with JAMES T. BORELLO & CO.. Their office serves clients in the EAST DUNDEE metropolitan area and surrounding communities.
How does Daniel James Borello charge for services?
Daniel James Borello's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES T. BORELLO & CO.?
JAMES T. BORELLO & CO. has approximately 4 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAMES T. BORELLO & CO.

James Thomas Borello
EAST DUNDEE, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
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Research
Advisor Fees in IllinoisNational Fee Analysis
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