JAMES T. BORELLO & CO.
SEC RegisteredComprehensive Financial Planning & Tax Consulting
About the firm
James T. Borello & Co. is dedicated to providing investment management and strategic wealth planning. As fiduciaries, they put their clients' interests first, focusing on understanding goals and developing plans to reach them in a tax efficient manner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax preparation services, retirement planning, education planning, estate planning, retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans designed specifically for employee groups, life insurance, long-term care, disability and critical illness, health insurance, and group health benefits.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 534 | $153M |
| High Net Worth Individuals | 166 | $361M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of October 21, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JAMES T. BORELLO & CO. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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