Borland Marker
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 328726
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.15%
- Individuals6.81%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Borland Marker operates as a privately held limited liability company and is an independent registered investment adviser serving individuals and families. Ownership is held by an individual. The firm provides financial planning and discretionary portfolio management across individual and small business clients as well as business or institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is registered to operate in North Carolina and Ohio and reports a single office location.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 7001 Corporate Way
- Time zone
- ET (UTC-5)
- Office locations
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