VON BORSTEL & ASSOCIATES, INC.
Legal name: VON BORSTEL & ASSOCIATES
CRD #309746 SEC #801-119041 THE DALLES, OR 541-296-6669
SEC Registered Disclosures
Total AUM
$576.4M
Discretionary
$576.4M
Employees
9
Clients
0
Accounts
2,158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $576.4M | $576.4M | $0 | 9 | 0 |
| Jul 2024 | $504.4M | $504.4M | $0 | 9 | 0 |
| Jun 2024 | $504.4M | $504.4M | $0 | 9 | 0 |
| May 2024 | $504.4M | $504.4M | $0 | 9 | 0 |
| Mar 2024 | $504.4M | $504.4M | $0 | 9 | 0 |
| Mar 2024 | $504.4M | $504.4M | $0 | 9 | 0 |
| Dec 2023 | $445.7M | $445.7M | $0 | 9 | 0 |
| May 2023 | $445.7M | $445.7M | $0 | 9 | 0 |
| Mar 2023 | $445.7M | $445.7M | $0 | 9 | 0 |
| Mar 2023 | $445.7M | $445.7M | $0 | 9 | 0 |
| Nov 2022 | $478.8M | $478.8M | $0 | 9 | 0 |
| Aug 2022 | $478.8M | $478.8M | $0 | 9 | 0 |
| Mar 2022 | $478.8M | $478.8M | $0 | 9 | 0 |
| Feb 2022 | $385.4M | $385.4M | $0 | 9 | 0 |
| Aug 2021 | $385.4M | $385.4M | $0 | 9 | 0 |
| Jul 2021 | $385.4M | $385.4M | $0 | 9 | 0 |
| Mar 2021 | $385.4M | $385.4M | $0 | 9 | 0 |
| Oct 2020 | $318.3M | $318.3M | $0 | 9 | 0 |
| Jul 2020 | $0 | $0 | $0 | 9 | 0 |
| Jul 2020 | $0 | $0 | $0 | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$576.4M
Discretionary$576.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees9
Clients0
DateMay 2023
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0