VON BORSTEL & ASSOCIATES, INC.

VON BORSTEL & ASSOCIATES
THE DALLES, Oregon·2 registered advisors·CRD# 309746
SEC# 801-1190411541-296-6669
01

Firm Overview

AUM
$504M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VON BORSTEL & ASSOCIATES, INC.

2 registered advisors
Sandra Hernandez
THE DALLES, Oregon
Wayne Von Borstel
THE DALLES, Oregon
05

Office Locations

THE DALLES, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. VON BORSTEL & ASSOCIATES, INC. (CRD# 309746) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.