Overview
Assets Under Management: $576 million
Headquarters: THE DALLES, OR
High-Net-Worth Clients: 3
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.19
Average High-Net-Worth Client Assets: $45 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