Borer Denton & Associates, Inc.

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Client assets under management

$341,141,000

Clients

209

65% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$1,632,254

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

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$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

Commissions

Separate commissions earned by registered representatives through Henley & Company LLC, unrelated to advisory fees.

Other

Minimum fee: $2,500 minimum annual fee Fee-only: Advisory fees as per tiered schedule; no commissions included in advisory fees.

Main office location

Borer Denton & Associates, Inc.

610 Sentry Parkway, Suite 100

Blue Bell PA 19422-2314, United States

Number of offices

Most active in

Florida · New Jersey · Pennsylvania

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

610-238-0888

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.

Wealth management

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.

Wealth management

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