RIA Intel›Advisers›Oregon›VON BORSTEL & ASSOCIATES, INC.

VON BORSTEL & ASSOCIATES, INC.

Advisory

N·THE DALLES, OR

Data as of Feb 24, 2017 · Source: SEC Form ADV

Total AUM

$305M

1-Year AUM Growth

+78.6%

3-Year CAGR

0.0%

Employees

2

Assets Under Management

Total AUM$305M

Discretionary AUM$226M

Non-Discretionary AUM$80M

Discretionary %73.9%

Total Clients—

Team

Total Employees2

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingJun 25, 2015

Latest FilingFeb 24, 2017

🔒 Full AUM trend chart and 7 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VON BORSTEL & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.