1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VON BORSTEL & ASSOCIATES

Map pinTHE DALLES, OR
Phone541-296-6669
NotebookSEC #801-119041
Total AUM
$680.2M
Employees
11
Clients
500

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
Other Offices
1

ReceiptFinancials

Total AUM
$680.2M
Accounts
2,070
Discretionary
$680.2M
Accounts
2,070
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
241
AUM
$118.5M
HNW Individual Clients
258
AUM
$561.6M
Corporation or Business Clients
1
AUM
$90K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
HELD AWAY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKAZCACOIDORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account