Borthwick Associates, Inc.

Borthwick Associates, Inc. (CRD# 10416) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $53,821,504 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $854,310
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Borthwick Associates, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Thomas R. Flaig
CRD#: 2435226
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
96
Wealthminder
score

Thomas Flaig (CRD# 2435226) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 16 years of experience in the finance industry.

2
Jeffrey W. Butterfield
CRD#: 1286076
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
93
Wealthminder
score

Jeffrey Butterfield (CRD# 1286076) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 32 years of experience in the finance industry.

3
Meg E. Davidson
CRD#: 1374172
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
93
Wealthminder
score

Meg Davidson (CRD# 1374172) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 25 years of experience in the finance industry.

4
Joseph J. Kadleck
CRD#: 2742897
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
93
Wealthminder
score

Joseph Kadleck (CRD# 2742897) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 20 years of experience in the finance industry.

5
Mark W. Davidson
CRD#: 6071543
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
90
Wealthminder
score

Mark Davidson (CRD# 6071543) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.