AdvisorOS Directory
Claim Profile
WB

Wayne Von Borstel

VON BORSTEL & ASSOCIATES, INC.·THE DALLES, Oregon
Unclaimed Profile
308 E 3RD STREET, THE DALLES, OR 97058CRD# 1419351Firm CRD# 309746
01

About

Wayne Von Borstel is a registered financial advisor based in THE DALLES, Oregon, affiliated with VON BORSTEL & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VON BORSTEL & ASSOCIATES, INC.
VON BORSTEL & ASSOCIATES
AUM
$504M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VON BORSTEL & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1419351
Firm CRD# 309746
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE DALLES?

Browse all registered financial advisors in THE DALLES, Oregon or claim this profile if it's yours.

Browse THE DALLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wayne Von Borstel offer?
Wayne Von Borstel specializes in Financial Planning, Investment Management. Contact their office in THE DALLES, Oregon for a consultation.
What are Wayne Von Borstel's credentials?
Wayne Von Borstel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne Von Borstel located?
Wayne Von Borstel is based in THE DALLES, Oregon, working with VON BORSTEL & ASSOCIATES, INC.. Their office serves clients in the THE DALLES metropolitan area and surrounding communities.
How does Wayne Von Borstel charge for services?
Wayne Von Borstel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VON BORSTEL & ASSOCIATES, INC.?
VON BORSTEL & ASSOCIATES, INC. has approximately 9 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in THE DALLES
Sandra Hernandez — VON BORSTEL & ASSOCIATES, INC.
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile