Von Borstel & Associates, Inc. (The Dalles)

Name: Von Borstel & Associates, Inc.
Address: 308 E 3 Rd Street, The Dalles, OR, 97058
Telephone: 541-296-6669

Von Borstel & Associates, Inc. is a large advisory firm based in The Dalles. It manages $305.47 million of regulatory assets for 2,641 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alaska, California, Oregon, Texas, and Washington.

Von Borstel & Associates provides financial planning services, portfolio management for individuals and small businesses, and seminars and consulting. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Von Borstel & Associates: assets under management

The assets under management (AUM) of Von Borstel & Associates, Inc. is $305.47 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $225.76 million in discretionary accounts and $79.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $65.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Von Borstel & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in The Dalles

The principal office where Von Borstel & Associates, Inc. performs its advisory services is located at 308 E 3 Rd Street, The Dalles, OR 97058, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-296-6669 or by fax 541-296-6668. The normal business hours are 7:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at vonborstel.com.

Von Borstel & Associates, Inc. (The Dalles)

Von Borstel & Associates: assets under management

Fees & Commissions

Based in The Dalles

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