Sandra Aguirre piza
Investment adviser representative at Von Borstel & Associates
24 yearsExperience
1 stateRegistered in
$680.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Von Borstel & AssociatesJul 2020 to now
- Financial Advocates Investment ManagementApr 2017 to Jul 2020
- LPL Financial LLCMay 2002 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Von Borstel & Associates
Legal name: Von Borstel & Associates, Inc.
$680.2MAssets managed
500Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4619906
- Firm CRD
- 309746