Von Borstel & Associates, Inc.

Von Borstel & Associates, Inc. (CRD# 117724) is a financial advisory firm headquartered in The Dalles, OR. They manage $289,927,533 in 2,307 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    2,307
    ACCOUNTS
  • Average Account Value
    $125,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, OR, TX, WA

Financial Advisors at Von Borstel & Associates, Inc.
No Advisor Found.
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