Borrero Investment Management, LLC
RIASEC Registered
Total AUM
$33.5M
Discretionary
$33.5M
100% of AUM
Avg account
$381K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169206
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87%
- Individuals13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Borrero Investment Management, LLC is a small, privately held investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individual and family clients and small businesses, operating on a percentage-of-AUM fee model. Its filings indicate it does not market itself as an ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting or act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds48%
- Exchange Traded Equities34%
- Cash & Cash Equivalents18%
Contacts
1 of 1Alfonso Borrero
Investment Adviser RepresentativeCRD 3204931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Reif Portfolio Management
RIAAUM $33.5MTEAM 1REPS 2
The J R Baker Group
RIAAUM $33.5MTEAM 1REPS 1
Blueprint Financial Services
RIAArvada, CO
AUM $33.5MTEAM 1REPS 1
Holistic View Financial, LLC
RIAAUM $33.5MTEAM 2REPS 1
Marc C Helfrich Registered Investment Advisor
RIAVan Alstyne, TX
AUM $33.5MTEAM 1REPS 1
Corvec Investment Partners, LLC
RIAAUM $33.5MTEAM 1REPS 1