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Kathleen Donnelly Hartung

BORER DENTON & ASSOCIATES, INC.·BLUE BELL, Pennsylvania
SIE, Series 7, Series 27, Series 63, Series 99TOClean recordBORER DENTON & ASSOCIATES, INC.
610 SENTRY PARKWAY, SUITE 100, BLUE BELL, PA 19422-2314CRD# 2083970Firm CRD# 135729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Donnelly Hartung · BLUE BELL, PA
Registration
CRD #2083970 · BORER DENTON & ASSOCIATES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BORER DENTON & ASSOCIATES, INC.
CRD 135729 · SEC 801-66225
AUM
$364M
Regulatory assets under management
Employees
6
205 client accounts
Services offered by BORER DENTON & ASSOCIATES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BORER DENTON & ASSOCIATES, INC. →
Introduction

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04

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 at BORER DENTON & ASSOCIATES, INC.

Albert Louis Denton
BLUE BELL, PA
Edward Turner Borer
BLUE BELL, PA
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Frederick August Bluefeld
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