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JAMES T. BORELLO & CO.
JAMES T. BORELLO & CO.
EAST DUNDEE, Illinois
·
2 registered advisors
·
CRD# 16860
SEC# 801-114233
0
847-426-0200
01
Firm Overview
AUM
$427M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at JAMES T. BORELLO & CO.
2 registered advisors
Daniel James Borello
EAST DUNDEE, Illinois
CRD# 6691474
James Thomas Borello
EAST DUNDEE, Illinois
CRD# 1295014
05
Office Locations
EAST DUNDEE, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. JAMES T. BORELLO & CO. (CRD# 16860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.