Von Borstel & Associates

Von Borstel & Associates (CRD# 309746) is a financial advisory firm headquartered in The Dalles, OR. They manage $504,442,247 in 2,079 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
308 E 3rd Street, The Dalles, OR 97058
https://www.youtube.com/channel/ucfki00fhgkl7fhioxcwvtna
By the Numbers
  • Total Assets Under Management
    504
    MILLION
  • Total Number of Accounts
    2,079
    ACCOUNTS
  • Average Account Value
    $242,637
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, OR, TX, WA

Financial Advisors at Von Borstel & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Craig Smith, financial advisor Portland OR
Craig R. Smith
CRD#: 5324542
9955 Se Washington Street, Suite 105, Portland, OR 97216

Craig Smith (CRD# 5324542) is an Investment Advisor Representative working at Von Borstel & Associates in Portland, OR and has over 16 years of experience in the finance industry.

2
Anson Lilienthal, financial advisor Portland OR
Anson D. Lilienthal
CRD#: 7189315
9955 Se Washington, Portland, OR 97216

Anson Lilienthal (CRD# 7189315) is an Investment Advisor Representative working at Von Borstel & Associates in Portland, OR and has 1 year of experience in the finance industry.

3
Wayne Von Borstel, financial advisor The Dalles OR
Wayne Von Borstel
CRD#: 1419351
308 E 3rd Street, The Dalles, OR 97058

Wayne von Borstel (CRD# 1419351) is an Investment Advisor Representative working at Von Borstel & Associates in The Dalles, OR and has over 37 years of experience in the finance industry. Wayne Von Borstel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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