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).

Current Firm Details
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527
http://www.borthwickassociates.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $972,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Borthwick Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mark Davidson, financial advisor Burr Ridge IL
Mark W. Davidson
CRD#: 6071543
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527

Mark Davidson (CRD# 6071543) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 11 years of experience in the finance industry.

2
Meg Davidson, financial advisor Burr Ridge IL
Meg E. Davidson
CRD#: 1374172
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527

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.

3
Thomas Flaig, financial advisor Burr Ridge IL
Thomas R. Flaig
CRD#: 2435226
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527

Thomas Flaig (CRD# 2435226) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 23 years of experience in the finance industry.

4
Joseph Kadleck, financial advisor Burr Ridge IL
Joseph J. Kadleck
CRD#: 2742897
745 Mcclintock Dr. Ste 227, Burr Ridge, IL 60527

Joseph Kadleck (CRD# 2742897) is an Investment Advisor Representative working at Borthwick Associates, Inc. in Burr Ridge, IL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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