Borer Denton & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$341,141,000
Clients
209
Advisors
2
of 4 employees
About
Borer Denton & Associates, Inc. is an SEC-registered investment adviser that provides continuous portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. The firm manages roughly $403 million in client assets across about 209 client relationships and operates with two advisory professionals.
The firm develops individualized investment policies through client discussions and implements strategies using fundamental, quantitative and qualitative analysis, favoring long-term holdings while offering both discretionary and non-discretionary management. Accounts are reviewed at least quarterly, and clients receive quarterly performance and holdings reports in addition to custodial statements.
A notable feature is that several firm personnel are separately licensed as registered representatives of an unaffiliated broker-dealer (Henley & Company LLC) and, in that capacity, receive commissions for brokerage transactions; this dual role is uncommon among similar advisers and is disclosed as a potential conflict of interest that the firm monitors. The firm also reports limited custody exposure for certain clients through trustee or power-of-attorney arrangements and engages an independent accountant to perform annual surprise examinations to address custody-related risks.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.000% $1,000,001 - $5,000,000: 0.625% $5,000,001 - $10,000,000: 0.500% Above $10,000,000+: To be negotiated
Separate commissions earned by registered representatives through Henley & Company LLC, unrelated to advisory fees.
Minimum fee: $2,500 minimum annual fee Fee-only: Advisory fees as per tiered schedule; no commissions included in advisory fees.
Main office
610 Sentry Parkway, Ste 100
Blue Bell PA 19422
Advisors at this office
2
Most active in
Florida · New Jersey · Pennsylvania
Also doing business as
Borer Denton & Associates, Inc. · The Philadelphia Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Edward B
CFA®, Series 63
Blue Bell, PA
Borer Denton & Associates, Inc.
Edward Borer is a CFA® charterholder with 56 years of industry experience. He has been with Borer Denton & Associates, Inc. for 21 years and concurrently associated with Henley & Company LLC since 2017. He has also served as a FINRA arbitrator and panelist. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a generally long-term investment approach.
Albert D
Series 63
Blue Bell, PA
Borer Denton & Associates, Inc.
Albert Denton is a financial advisor at Borer Denton & Associates, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Henley & Company LLC since 2017 as well as at Petersen Investments, Inc. from 2005 to 2017. In addition to his advisory role, Mr. Denton serves on various compensated boards unrelated to investment activities. Borer Denton & Associates is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $401 million for about 211 clients through a team of four advisors, employing a mix of fundamental, quantitative, and qualitative analysis with a focus on long-term investment strategies.
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