James T. Borello & Co.
James T. Borello & Co. is an SEC-registered mass-market adviser in East Dundee, IL with $514.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns James T. Borello & Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 16860, SEC 801-114233, data through 2025-10-21.
- AUM (assets under management / regulatory AUM)
- $514.1M (2025-10-21)
- Firm type
- Mass-Market Adviser
- Location
- East Dundee, IL
- Employees
- 4
- Clients
- 700
- CRD
- 16860
- Ownership
- BORELLO, DANIEL JAMES; BORELLO, JAMES THOMAS
How much AUM does James T. Borello & Co. have?
James T. Borello & Co. reported $514.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-21).
Who owns James T. Borello & Co.?
Disclosed owners and executives of James T. Borello & Co. include BORELLO, DANIEL JAMES, BORELLO, JAMES THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.