Borthwick Associates, Inc.
Borthwick Associates, Inc. (CRD# 10416) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $68,104,073 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$972,915
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, IN
Mark Davidson (CRD# 6071543) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 12 years of experience in the finance industry.
Meg Davidson (CRD# 1374172) 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.
Thomas Flaig (CRD# 2435226) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 24 years of experience in the finance industry.
Joseph Kadleck (CRD# 2742897) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 28 years of experience in the finance industry.