Borer Denton & Associates, Inc.
Borer Denton & Associates, Inc. is an SEC-registered investment adviser based in Blue Bell, Pennsylvania, established in 2005. The firm provides investment advisory and portfolio management services to individuals and small businesses. As of 2024, the firm manages between $329.9 million and $364.3 million in client assets across about 202-205 accounts, with a small team of 4-6 financial advisors. Borer Denton & Associates, Inc. serves clients primarily within Pennsylvania.
Investment Strategy
Borer Denton & Associates, Inc. focuses on individualized portfolio management for its clients, primarily individuals and small businesses. The firm manages the majority of client assets on a discretionary basis, allowing its portfolio managers to make investment decisions without client pre-approval. Their service offering includes portfolio management for individuals and/or small entities. Fees are typically asset-based, aligning compensation with the growth of client portfolios. The firm is not a registered broker-dealer, so it places trades through brokers and focuses on personalized investment solutions rather than proprietary trading.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | 10.98% | $33.3M | 64,215 | $310.48 | $517.95 | +$1.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.75% | $23.5M | 46,697 | $352.90 | $502.74 | +$962.5K |
C COST | COSTCO WHOLESALE CORP | 7.01% | $21.2M | 22,946 | $578.95 | $925.63 | -$1.4M |
A AAPL | APPLE INC | 5.88% | $17.8M | 69,886 | $173.53 | $254.63 | +$3.6M |
O ORCL | ORACLE CORPORATION | 5.30% | $16.1M | 57,106 | $86.18 | $281.24 | +$3.1M |