AdvisorOS Directory
Claim Profile
Unclaimed Profile
KH

Kathleen Donnelly Hartung

BORER DENTON & ASSOCIATES, INC.·BLUE BELL, Pennsylvania
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

03

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)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2083970
Firm CRD# 135729
View on FINRA BrokerCheck →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BORER DENTON & ASSOCIATES, INC.

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

More Advisors in BLUE BELL, Pennsylvania

Lonnie A. Coombs
COOMBS WEALTH ADVISORY, LLC·BLUE BELL, PA
Amy Beth Armstrong
PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, PA
Edward Joseph Carpoletti
MERIDIAN WEALTH PARTNERS, LLC·BLUE BELL, PA
Francis L Donato
CAPITAL SOLUTIONS, INC.·BLUE BELL, PA
Aaron Shoshon Marks
AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, PA
Brian C. Coombs
COOMBS WEALTH ADVISORY, LLC·BLUE BELL, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile