B
CRD: 122501
Borden Portfolio Management
Bellefonte, PA
8148676411
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2025
- Office Locations
- 1
Office Locations
-- Bellefonte PA
About Borden Portfolio Management
Borden Portfolio Management is a Bellefonte-based RIA. The firm has been operating for 0 years. Managing $4.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$589.2K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Investment Themes
Summit
Services
Catalyst
Owner & Executives
C
CURTIS ARTHUR BORDEN
--
- CRD
- #3013302
- Ownership
- 75% or more
(885) 376-6212
vital.unison@timbercapital.com
in linkedin.com/in/ember-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,713,709 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,713,709 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,713,709
Corporate - Investment Grade:
6.0% Equity - Exchange:
25.9% Municipal Bonds:
18.0% Cash:
24.1% U.S. Government/Agency:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $134,706,876 | 6.0% |
| Equity - Exchange | $581,484,679 | 25.9% |
| Municipal Bonds | $404,120,627 | 18.0% |
| Cash | $541,072,617 | 24.1% |
| U.S. Government/Agency | $583,729,793 | 26.0% |
| Total | $2,245,114,592 | 100.0% |