CRD: 104709
Borris NII & Company
Beverly Hills, CA, 90211
3103581800
$40.7M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · City National Bank · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2017
- Office Locations
- 1
Office Locations
8530 Wilshire Blvd. Suite 200 Beverly Hills CA
About Borris NII & Company
Borris NII & Company is a Beverly Hills-based RIA. The firm has been operating for 8 years. Managing $40.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and City National Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
77 AVG AGE
$20.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Beacon north Oak Alpha
Client Personas
Alpha timber Wave wave
Investment Themes
Vector wave Harbor signal Pioneer
Investment Vehicles
Bridge ember
Services
Eagle vector Vector Vital Radial delta Momentum Zenith catalyst Bridge Signal focus
Owner & Executives
R
ROBERT CLARK NII
Chief Compliance Officer, Director, President
- CRD
- #5284844
- Ownership
- 75% or more
(652) 630-3314
harbor.foundation@timbercapital.com
in linkedin.com/in/focus-fusion
Showing 1 of 1 owners & executives
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H
HOWARD MICHAEL BORRIS
--
- CRD
- #1523612
(446) 615-5355
atlas.signal@summitcapital.com
in linkedin.com/in/pathway-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,543,676 | $484,666 |
| Non-Discretionary | $21,172,242 | -- |
| Total | $40,715,918 | $484,666 |
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Separately Managed Accounts
Total SMA Asset: $40,715,918
Equity - Exchange:
47.9% Cash:
52.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,578,716,625 | 47.9% |
| Cash | $1,717,142,718 | 52.1% |
| Total | $3,295,859,343 | 100.0% |