Investment adviser · CRD 117724

VON BORSTEL & ASSOCIATES, INC.

Investment adviser filing (IA)

THE DALLES, OR, United States · Form ADV filed Feb 24, 2017

Regulatory AUM
$305M
Form ADV · Item 5.F
Client accounts
2,641
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 24, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

308 E 3RD STREET
THE DALLES, OR, 97058, United States

CRD 117724

Filing source

Form ADV 1076243 · Feb 24, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.