B
$98.0M Total AUM
$98.0M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
7001 Corporate WAY Dayton OH
About Borland Marker
Borland Marker is a Dayton-based RIA. The firm has been operating for 1 years. Managing $98.0M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$49.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM JAMES MARKER
Chief Compliance Officer, Chief Executive Officer, Financial Planner, Managing Member
- CRD
- #5500252
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,986,960 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,986,960 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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