Von Borstel & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in The Dalles, OR. Its latest Form ADV filing, dated March 20, 2026, reports $680M in regulatory assets under management, 11 employees, 1 office, and 2,070 accounts.
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
258
2
Individuals
48.2%
241
3
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$680Mas of March 20, 2026
Discretionary100.0%
$680M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$680M
Total Accounts2,070
10Y AUM Change+$680M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee45:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.