Overview
Assets Under Management: $576 million
Headquarters: THE DALLES, OR
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Frequently Asked Questions
VON BORSTEL & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309746), VON BORSTEL & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
VON BORSTEL & ASSOCIATES, INC. is headquartered in THE DALLES, OR.
VON BORSTEL & ASSOCIATES, INC. serves 215 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, VON BORSTEL & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
VON BORSTEL & ASSOCIATES, INC. manages $576 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, VON BORSTEL & ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,158
Discretionary Accounts: 2,158
Regulatory Filings
CRD Number: 309746
Filing ID: 1962738
Last Filing Date: 2025-03-19 18:05:00
Website: https://vonborstel.com