JAMES T. BORELLO & CO.
CRD #16860 SEC #801-114233 EAST DUNDEE, IL 847-426-0200
SEC Registered Broker-Dealer
Total AUM
$514.1M
Discretionary
$514.1M
Employees
4
Clients
--
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $514.1M | $514.1M | $0 | 4 | 0 |
| Oct 2024 | $427.4M | $427.4M | $0 | 4 | 0 |
| Oct 2023 | $323.7M | $323.7M | $0 | 4 | 0 |
| Oct 2022 | $276.3M | $276.3M | $0 | 4 | 0 |
| Aug 2022 | $305M | $305M | $0 | 5 | 0 |
| Oct 2021 | $305M | $305M | $0 | 4 | 0 |
| Feb 2021 | $221.2M | $221.2M | $0 | 4 | 0 |
| Jan 2021 | $221.2M | $221.2M | $0 | 4 | 0 |
| Oct 2020 | $221.2M | $221.2M | $0 | 4 | 0 |
| Jun 2020 | $190.7M | $190.7M | $0 | 4 | 0 |
| May 2020 | $190.7M | $190.7M | $0 | 4 | 0 |
| Oct 2019 | $190.7M | $190.7M | $0 | 4 | 0 |
| Aug 2019 | $185.2M | $185.2M | $0 | 4 | 0 |
| Jan 2019 | $185.2M | $185.2M | $0 | 5 | 0 |
| Jan 2019 | $185.2M | $185.2M | $0 | 5 | 0 |
| Nov 2018 | $185.2M | $185.2M | $0 | 4 | 0 |
| Oct 2018 | $185.2M | $185.2M | $0 | 5 | 0 |
DateOct 2025
Total AUM$514.1M
Discretionary$514.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$427.4M
Discretionary$427.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees5
Clients0