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Kathleen Donnelly Hartung

BORER DENTON & ASSOCIATES, INC.·BLUE BELL, Pennsylvania
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610 SENTRY PARKWAY, SUITE 100, BLUE BELL, PA 19422-2314CRD# 2083970Firm CRD# 135729
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About

Kathleen Donnelly Hartung is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with BORER DENTON & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
BORER DENTON & ASSOCIATES, INC.
BORER DENTON & ASSOCIATES, INC.
AUM
$364M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BORER DENTON & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2083970
Firm CRD# 135729
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Donnelly Hartung offer?
Kathleen Donnelly Hartung specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Kathleen Donnelly Hartung's credentials?
Kathleen Donnelly Hartung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Donnelly Hartung located?
Kathleen Donnelly Hartung is based in BLUE BELL, Pennsylvania, working with BORER DENTON & ASSOCIATES, INC.. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Kathleen Donnelly Hartung charge for services?
Kathleen Donnelly Hartung'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 BORER DENTON & ASSOCIATES, INC.?
BORER DENTON & ASSOCIATES, INC. has approximately 6 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLUE BELL
Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLCEdward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Frederick August Bluefeld — BORER DENTON & ASSOCIATES, INC.Scott Jeffrey Mason — RUBICON WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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