VON BORSTEL & ASSOCIATES

308 E 3rd Street
The Dalles, Oregon 97058
Tel: 541-296-6669

About VON BORSTEL & ASSOCIATES

VON BORSTEL & ASSOCIATES, formally registered with the SEC as VON BORSTEL & ASSOCIATES. The firm was established in 07/31/2020. They have over 2 offices throughout the country.

VON BORSTEL & ASSOCIATES is a The Dalles, Oregon based Financial Planning firm with nearly $504,442,247 assets under management, offering retirement planning & investment advisory services to 2079 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309746
SEC#	801-119041
Assets Managed by Firm	$504,442,247
No. of Clients	2079
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (HELD AWAY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2079	$504,442,247
Individuals (other than high net worth individuals)	286	$135,702,381
High net worth individuals	194	$368,739,866

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