VON BORSTEL & ASSOCIATES, INC.
CRD #117724 SEC #801-100455 THE DALLES, OR 503-257-6969
SEC Registered Disclosures
Total AUM
$289.9M
Discretionary
$198.5M
Employees
11
Clients
251
Accounts
2,307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $305.5M | $225.8M | $79.7M | 11 | 400 |
| Sep 2016 | $289.9M | $198.5M | $91.5M | 11 | 400 |
| Jun 2016 | $289.9M | $198.5M | $91.5M | 11 | 400 |
| May 2016 | $289.9M | $198.5M | $91.5M | 11 | 400 |
| Jan 2016 | $171M | $0 | $171M | 11 | 400 |
| Nov 2015 | $103.7M | $0 | $103.7M | 9 | 362 |
| Jun 2015 | $103.7M | $0 | $103.7M | 9 | 362 |
DateFeb 2017
Total AUM$305.5M
Discretionary$225.8M
Non-Disc.$79.7M
Employees11
Clients400
DateSep 2016
Total AUM$289.9M
Discretionary$198.5M
Non-Disc.$91.5M
Employees11
Clients400
DateJun 2016
Total AUM$289.9M
Discretionary$198.5M
Non-Disc.$91.5M
Employees11
Clients400
DateMay 2016
Total AUM$289.9M
Discretionary$198.5M
Non-Disc.$91.5M
Employees11
Clients400
DateJan 2016
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees11
Clients400
DateNov 2015
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees9
Clients362
DateJun 2015
Total AUM$103.7M
Discretionary$0
Non-Disc.$103.7M
Employees9
Clients362