B
CRD: 135729
Borer Denton & Associates, Inc.
Blue Bell, PA, 19422
6102380888
$403.0M Total AUM
$365.7M Disc. AUM
3.9% 3Y CAGR
4 Employees
218 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2005
- Office Locations
- 1
Office Locations
610 Sentry Parkway, Suite 100 Blue Bell PA
About Borer Denton & Associates, Inc.
Borer Denton & Associates, Inc. is a Blue Bell-based RIA. The firm has been operating for 21 years. Managing $403.0M in total assets under management, with 3 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
65 AVG AGE
$134.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Delta vertex Vector zenith Frontier
Client Personas
Focus
Investment Themes
Momentum ember Signal
Investment Vehicles
Bridge momentum
Services
Vertex atlas Frontier Pathway vector
Owner & Executives
A
ALBERT LOUIS DENTON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1321620
- Ownership
- 75% or more
(378) 725-7283
vital.timber@bridgecapital.com
in linkedin.com/in/value-summit
K
KATHLEEN DONNELLY HARTUNG
TREASURER, Vice President
- CRD
- #2083970
- Ownership
- 10% but less than 25%
(557) 299-1054
delta.ridge@momentumcapital.com
in linkedin.com/in/ember-ember
O
Oak ember
Prime atlas
- CRD
- #80343
- Ownership
- 47.6%
(544) 418-1683
alpha.beacon@wavecapital.com
in linkedin.com/in/bridge-signal
Showing 2 of 3 owners & executives
Unlock allContacts
E
EDWARD TURNER BORER
--
- CRD
- #26171
(580) 434-9267
frontier.capital@northcapital.com
in linkedin.com/in/focus-pioneer
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,734,000 | $1,810,564 |
| Non-Discretionary | $37,269,000 | $2,070,500 |
| Total | $403,003,000 | $1,831,832 |
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Separately Managed Accounts
Total SMA Asset: $403,003,000
Equity - Exchange:
12.5% Cash:
18.9% U.S. Government/Agency:
21.2% Public Funds:
35.5% Municipal Bonds:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $964,569,931 | 12.5% |
| Cash | $1,458,429,736 | 18.9% |
| U.S. Government/Agency | $1,635,910,603 | 21.2% |
| Public Funds | $2,739,378,604 | 35.5% |
| Municipal Bonds | $918,270,574 | 11.9% |
| Total | $7,716,559,448 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA PATHWAY ZENITH | LEGACY ZENITH | ADIRI74ZP | EVSXX | 10.27% | $78,591,262 |
| CREST OAK SIGNAL | FUSION MOMENTUM | 1PAORGOQX | QLRH | 5.48% | $73,648,164 |
| WAVE OAK GLACIER | RADIAL ATLAS | 21YJAS4C3 | UTMA | 3.55% | $48,459,377 |
| CREST TIMBER | PATHWAY GLACIER | 6R7AK9425 | MRHN | 6.87% | $9,678,310 |
| VITAL VECTOR BRIDGE | TIMBER QUANTUM | VE3ZF2BZA | BUBC | 3.54% | $18,751,498 |
| CREST SIGNAL ELEMENT | PEAK BRIDGE | DG850YDP0 | FWUPL | 4.02% | $115,605,427 |
| BEACON RADIAL ATLAS | CATALYST EAGLE | QZVROKSA7 | FPD | 4.35% | $96,119,966 |
| OAK BRIDGE | CATALYST HORIZON | S898QWQ26 | JXCB | 9.68% | $59,928,489 |