VON BORSTEL & ASSOCIATES, INC.

VON BORSTEL & ASSOCIATES, INC. of THE DALLES, OR is an SEC-registered investment adviser (CRD 117724). Regulatory assets under management: $305.5M.

Registration

• CRD: 117724
• SEC file number: 801-100455
• Type: Registered investment adviser
• Location: 308 E 3RD STREET, THE DALLES, OR, 97058
• Phone: 503-257-6969
• Latest filing: 2017-02-24
• Regulatory AUM: $305.5M
• Discretionary AUM: $225.8M
• Non-discretionary AUM: $79.7M
• Clients: 11
• Accounts: 2,641

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search