← Back to searchVisit website
JAMES T. BORELLO & CO.
CRD 16860 · SEC 801-114233
151 DUNDEE AVENUE, EAST DUNDEE, IL, 60118, United States
Phone
847-426-0200
Fax
847-426-9601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$514.1M
Discretionary AUM
$514.1M
Team
4 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-10-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 534 | $153.1M |
| High net worth individuals | 166 | $361.0M |
States served
AZ, AR, CA, CO, GA, IL, IN, IA, MI, MN, NE, NY, NC, SC, TN, UT, VA, WI, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD