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Wayne Von Borstel

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wayne Von Borstel · THE DALLES, OR
Registration
CRD #1419351 · VON BORSTEL & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at VON BORSTEL & ASSOCIATES, INC.

Sandra Hernandez
THE DALLES, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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