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| Happy Holidays!! thanks for using AUM13F!! |
| von Borstel & Associates Inc
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| CRD # | 309746 |
| SEC # | 801-119041 |
| CIK # | 0002041065 |
| AUM | $576.4 M (2025-03-19) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 541-296-6669 |
| Address | 308 E 3rd Street The Dalles, OR 97058 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.1 | ||
| Apple Inc | 1.0 | ||
| Chevron Corp | 0.8 | ||
| Lilly Eli & Co | 0.7 | ||
| International Business Machines Corp | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| Paccar Inc | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 281 | 133.7 |
| (b) Individuals (high net worth individuals) | 215 | 442.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,158 | 576.4 |
| By Discretionary | ||
| Discretionary | 2,158 | 576.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,158 | 576.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.4 | |
| Total | 2,158 | 576.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041065] |
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|---|---|---|
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Proventus AG Vermgensverwaltung
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0.6 | |
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West Financial Advisors LLC
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IA | 0.6 |
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Total Clarity Wealth Management Inc
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IL | 0.6 |
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High Falls Advisors Inc
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NY | 0.6 |
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Matthew Goff Investment Advisor LLC
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TX | 0.6 |
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Brogan Financial Inc
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TN | 0.5 |
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Brent Forrest & Associates LLC
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TX | 0.5 |
|
Reliant Wealth Planning LLC
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KY | 0.5 |
|
Cardinal Strategic Wealth Guidance LLC
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|
KY | 0.5 |
|
Sequoia Wealth Management LLC
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|
IL | 0.5 |