Borris Nii & Company
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 104709
- Registered since
- May 8, 1980
- Website
- www.bnvco.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CITY NATIONAL BANK
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Borris Nii & Company is a California-based corporate advisory practice that serves individual and family clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, alongside selection of other advisers. Its fee arrangements are mixed — percentage of AUM, fixed fees, commissions and other fees are all used. The firm lists accounting among its business activities, and it does not present itself as an ESG-focused manager. Operations appear concentrated in California rather than across multiple states.
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
- Exchange Traded Equities52%
- Cash & Cash Equivalents48%
Contacts
2 of 2Robert Nii
President, CCOCRD 5284844

Howard Borris
PresidentCRD 1523612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 8383 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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