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| Borer Denton & Associates Inc
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|---|---|
| CRD # | 135729 |
| SEC # | 801-66225 |
| CIK # | 0001993607 |
| AUM | 403.0 M (2026-03-27) |
| Employees | 4 (75% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-238-0888 |
| Address | 610 Sentry Parkway, Suite 100 Blue Bell, PA 19422-2314 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.2 | ||
| Costco Wholesale Corp /NEW | 22.1 | ||
| Apple Inc | 17.4 | ||
| Johnson & Johnson | 15.5 | ||
| AbbVie Inc | 12.4 | ||
| Home Depot Inc | 12.0 | ||
| Aon Corp | 10.6 | ||
| Illinois Tool Works Inc | 10.3 | ||
| PepsiCo Inc | 9.9 | ||
| Union Pacific Corp | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 14.8 |
| (b) Individuals (high net worth individuals) | 136 | 326.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 9 | 59.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 403.0 |
| By Discretionary | ||
| Discretionary | 202 | 365.7 |
| Non-Discretionary | 18 | 37.3 |
| Total | 220 | 403.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 400.0 | |
| Total | 220 | 403.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001993607] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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