B
CRD: 323065
Borger Capital Management LLC
Wausau, WI, 54403
7153018111
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
3 Employees
52 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2023
- Office Locations
- 3
Office Locations
1606 Meadowview Road Wausau WI
-- Apopka FL
-- Appleton WI
About Borger Capital Management LLC
Borger Capital Management LLC is a Wausau-based RIA with 3 offices. The firm has been operating for 3 years. Managing $4.5M in total assets under management, with 3 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$85.6K AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
Delta north
Investment Themes
Prime Radial vertex Element wave
Investment Vehicles
Vertex vital
Services
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Owner & Executives
L
Ludger Josef Borger
Chief Executive Officer
- CRD
- #6176218
- Ownership
- 75% or more
(340) 826-7976
timber.summit@eaglecapital.com
in linkedin.com/in/peak-ridge
C
Carlos Sacasa
Chief Compliance Officer
- CRD
- #7343133
- Ownership
- Less than 5%
(645) 579-5783
north.matrix@fusioncapital.com
in linkedin.com/in/delta-pioneer
Showing 2 of 2 owners & executives
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TODD JOSEPH GLIME
--
- CRD
- #4697151
(371) 919-4537
capital.legacy@frontiercapital.com
in linkedin.com/in/crest-prime
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,451,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,451,025 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,451,025
U.S. Government/Agency:
14.1% Equity - Exchange:
24.9% Municipal Bonds:
37.0% Cash:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $701,091,532 | 14.1% |
| Equity - Exchange | $1,238,097,811 | 24.9% |
| Municipal Bonds | $1,839,743,735 | 37.0% |
| Cash | $1,193,347,288 | 24.0% |
| Total | $4,972,280,366 | 100.0% |