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BORER DENTON & ASSOCIATES, INC.
CRD 135729File 801-66225
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.0M
Below cohort median (national)
Discretionary AUM
$365.7M
Non-discretionary $37.3M
Clients
218
220 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 7, 2006
- Principal office
- 610 SENTRY PARKWAY, SUITE 100, BLUE BELL, PA, 19422-2314
- Phone
- 610-238-0888
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.0M
- Discretionary AUM
- $365.7M
- Non-discretionary AUM
- $37.3M
- Discretionary accounts
- 202
- Non-discretionary accounts
- 18
- Total accounts
- 220
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $59.2M |
| High net worth individuals | 136 | $326.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 73 | $14.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.