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VON BORSTEL & ASSOCIATES
VON BORSTEL & ASSOCIATES, INC.
CRD 309746 · SEC 801-119041
308 E 3RD STREET, THE DALLES, OR, 97058, United States
Phone
541-296-6669
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$680.2M
Discretionary AUM
$680.2M
Team
11 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminarsHELD AWAY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $118.5M |
| High net worth individuals | 258 | $561.6M |
| Corporations/business entities | 1 | $90K |
States served
AK, AZ, CA, CO, ID, OR, WA, TX
All web addresses on file
- https://www.youtube.com/channel/UCFkI00FhgkL7fHioXCWVTNA
- https://www.trackmywealth.com
- https://www.vonborstel.com
- https://www.linkedin.com/company/vonborstel/
- https://www.facebook.com/vonborstelandassociates
- https://twitter.com/vonBorstelAssoc
- https://www.alignable.com/portland-or/von-borstel-associates-inc
- https://www.financialsmith.com
- https://www.financialsmith.substack.com
Official SEC filing: View on IAPD