Assets Under Management
$427.4M
Number of Clients
649
Number of Advisors
4
Average Client AUM
$658K
AUM per Advisor
$106.8M
Compensation
Fee-Only (AUM)
James T. Borello & Co. is an independent investment advisory and financial planning firm offering services to individuals, high-net-worth individuals, small businesses, trusts, and other legal entities. Services include financial planning, retirement and education planning, investment recommendations, tax preparation and planning, insurance planning, elder care, and estate planning. All services are provided on a discretionary basis.
151 Dundee Avenue, East Dundee, IL, 60118