Von Borstel & Associates
Von Borstel & Associates is an SEC-registered wealth manager in The Dalles, OR with $680.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Von Borstel & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309746, SEC 801-119041, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $680.2M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- The Dalles, OR
- Employees
- 11
- Clients
- 500
- CRD
- 309746
- Ownership
- VON BORSTEL, WAYNE; HERNANDEZ, SANDRA; AGUIRRE, SANDRA; AGUIRRE PIZA, SANDRA
How much AUM does Von Borstel & Associates have?
Von Borstel & Associates reported $680.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Von Borstel & Associates?
Disclosed owners and executives of Von Borstel & Associates include VON BORSTEL, WAYNE, HERNANDEZ, SANDRA, AGUIRRE, SANDRA, AGUIRRE PIZA, SANDRA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.