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Von Borstel & Associates, Inc.

● SEC registered since 2020CRD 309746SEC# 801-119041The Dalles, OR
Export (members)
Reg. AUM
$576.4M
Employees
9
Accounts
2,158
Location
The Dalles, OR

Von Borstel & Associates, Inc. assets under management

Von Borstel & Associates, Inc. operates as an SEC-registered investment adviser based in The Dalles, OR. The firm has been registered since 2020. It reports $576.4 million in regulatory assets under management and employs 9 people.

Von Borstel & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Sandra Aguirre PizaChief Compliance OfficerUnder 5%2020
Wayne Von Borstel ControlOwnerOver 75%1992

Frequently asked questions

How much does Von Borstel & Associates, Inc. manage?

Von Borstel & Associates, Inc. reports $576.4 million in regulatory assets under management on its Form ADV.

How many employees does Von Borstel & Associates, Inc. have?

Von Borstel & Associates, Inc. reports 9 employees.

Where is Von Borstel & Associates, Inc. located?

Von Borstel & Associates, Inc. is based in The Dalles, OR and has been SEC-registered since 2020.

Does Von Borstel & Associates, Inc. disclose fund performance?

Von Borstel & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address308 E 3rd Street, The Dalles, OR 97058
Phone541-296-6669
Office hours7:30 a.m. To 5:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$576.4M
Non-discretionary$0
Total (RAUM)$576.4M