AdvisorOS Directory
Claim Profile
JB

James Thomas Borello

JAMES T. BORELLO & CO.·EAST DUNDEE, Illinois
Unclaimed Profile
151 DUNDEE AVENUE, EAST DUNDEE, IL 60118CRD# 1295014Firm CRD# 16860
01

About

James Thomas 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
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)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1295014
Firm CRD# 16860
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EAST DUNDEE?

Browse all registered financial advisors in EAST DUNDEE, Illinois or claim this profile if it's yours.

Browse EAST DUNDEE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Thomas Borello offer?
James Thomas Borello specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EAST DUNDEE, Illinois for a consultation.
What are James Thomas Borello's credentials?
James Thomas Borello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Borello located?
James Thomas 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 James Thomas Borello charge for services?
James Thomas 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EAST DUNDEE
Daniel James Borello — JAMES T. BORELLO & CO.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile