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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-1986
- Office Locations
- 1
Office Locations
About James T. Borello & Co.
James T. Borello & Co. is an East Dundee/Chicago-area RIA providing financial planning and portfolio management, with specialties including retirement forecasting, estate planning, tax planning, and education planning. The team publishes timely market and economic commentary to support client decision-making through volatility. Investment implementation includes equity model portfolios with significant ETF use, and the firm custodians with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Daniel James Borello
DIRECTOR, Finop
- CRD
- #6691474
- Ownership
- 75% or more
JAMES THOMAS BORELLO
Chief Compliance Officer, Consultant, President
- CRD
- #1295014
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Chad Douglas Anderson
--
- CRD
- #7609911
MICHAEL THOMAS SPEZIALE
Financial Planner
- CRD
- #2296776
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,080,273 | $734,400 |
| Non-Discretionary | $0 | -- |
| Total | $514,080,273 | $734,400 |
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Separately Managed Accounts
Total SMA Asset: $514,080,273
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $402,116,325 | 31.8% |
| Equity - OTC | $293,367,885 | 23.2% |
| Cash | $569,032,534 | 45.0% |
| Total | $1,264,516,744 | 100.0% |