Allocator Index · CRD 309746
VON BORSTEL & ASSOCIATES
The Dalles, OR · 541-296-6669 · youtube.com/channel/ucfki00fhgkl7fhioxcwvtna
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
258
Other individuals
241
HNW assets
$561.6M
Total AUM
$680.2M
Employees
11
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.