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Building 2VON BORSTEL & ASSOCIATES, INC.

Map pinTHE DALLES, OR
Phone541-296-6669
NotebookSEC #801-100455
Total AUM
$305.5M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 E 3RD STREET
THE DALLES
OR 97058
United States
Operating Hours
7:30 AM TO 5:30 PM
Monday - Friday
Phone
541-296-6669

ReceiptFinancials

Total AUM
$305.5M
Accounts
2,641
Discretionary
$225.8M
Accounts
1,430
Non-Discretionary
$79.7M
Accounts
1,211

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SEMINARS AND CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AKCAORTXWA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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