BORRIS NII & COMPANY

BORRIS NII & COMPANY of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 104709). Regulatory assets under management: $40.7M.

Registration

• CRD: 104709
• SEC file number: 801-15184
• Type: Registered investment adviser
• Location: 8383 WILSHIRE BOULEVARD, BEVERLY HILLS, CA, 90211
• Phone: 310-358-1800
• Latest filing: 2026-03-31
• Regulatory AUM: $40.7M
• Discretionary AUM: $19.5M
• Non-discretionary AUM: $21.2M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM, Fixed, Commissions, Other.

Clients served: High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 104709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search