Borris Nii & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Borris Nii & Company provides business and family wealth management and investment oversight to high‑net‑worth individuals, families, trusts, and business owners, with a concentration of clients from the entertainment and related industries. Services combine portfolio management with in‑house accounting and bookkeeping, tax preparation and audit defense, insurance oversight, and commercial accounting functions such as tour and motion picture accounting.
The firm positions itself as an outsourced family‑office advisor that coordinates third‑party professionals and sub‑advisors, emphasizing asset allocation, ongoing monitoring, and regular reporting to clients. Advisers may implement recommendations through separate broker‑dealer or insurance capacities and the firm discloses those affiliations and any potential conflicts to clients.
Compared with many supported firms, Borris Nii is notable for its accounting‑centered practice—licensed CPAs on staff and integrated tax preparation and audit defense included within family‑management engagements—and for offering specialized commercial accounting services. The firm maintains a small, high‑touch client roster with dedicated multi‑person teams per client, and advisors may occasionally earn commissions when acting in their broker or insurance agent capacities, a practice the firm discloses and manages.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $5,000,000: 1% annually $5,000,001+: 0.75% annually $1,000,000 - $2,500,000: 1% annually (Fixed Income and Cash Balances) $2,500,001 - $5,000,000: 0.75% annually (Fixed Income and Cash Balances) $5,000,001 - $10,000,000: 0.50% annually (Fixed Income and Cash Balances) $10,000,001 - $20,000,000: 0.375% annually (Fixed Income and Cash Balances)
Commissions earned through securities and insurance transactions in separate capacities; commission securities exempted from management fee.
Performance fees charged in some real estate or other transactions after minimum return achieved, but generally not used.
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee
Main office
8530 Wilshire Blvd., Suite 200
Beverly Hills CA 90211-3113
Advisors at this office
2
Most active in
California
Also doing business as
Borris Howard M & Co Inc · Borris Nii & Company · Borris Nii & Company, Inc. · Borris Nii Valdez & Co Inc · Howard M. Borris & Company, Inc.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate 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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Forms ADV
Advisors at this firm
Howard B
ChFC®
Beverly Hills, CA
Borris Nii & Company
Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.
Robert N
PFS™
Beverly Hills, CA
Borris Nii & Company
Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.
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