Daniel James Borello

9 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners

James T. Borello & CO.

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

649 clients

Average Client Portfolio

$658K average

Assets Under Management

$427.4M

Fee Structure

Minimum Investment:None

Location

151 Dundee Ave., East Dundee, IL, 60118

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

James T. Borello & CO.

September 2016 - Present · 9 yrs 5 mos

James T. Borello & CO.Broker

September 2016 - Present · 9 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.