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JAMES T. BORELLO & CO.

EAST DUNDEE, IL · CRD 16860 · IAPD ↗ · jamestborello.com · 847-426-0200

$514.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
More than 500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — JAMES T. BORELLO & CO. crossed $500M in regulatory AUM ($427.4M -> $514.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
November 2024 — JAMES T. BORELLO & CO. reported RAUM up 32% ($323.7M -> $427.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.