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).
Current Firm Details
Von Borstel & Associates, Inc.
By the Numbers
-
Total Assets Under Management290MILLION
-
Total Number of Accounts2,307ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.