VON BORSTEL & ASSOCIATES, INC. of THE DALLES, OR is an SEC-registered investment adviser (CRD 309746). Regulatory assets under management: $680.2M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Wayne Von Borstel | OWNER | — |
| Sandra Aguirre Piza | CHIEF COMPLIANCE OFFICER | — |
| VON BORSTEL WAYNE | OWNER | — |
| HERNANDEZ SANDRA | CHIEF COMPLIANCE OFFICER | — |
| AGUIRRE SANDRA | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PORTLAND | OR | 1 | 5032576969 |
| PORTLAND | OR | 1 | 5032576969 |