Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > bend > SUNDOWNER CAPITAL MANAGEMENT LLC
SUNDOWNER CAPITAL MANAGEMENT LLC
725 Nw Broadway Street
Bend, Oregon 97703
Tel: 541-389-3311
About SUNDOWNER CAPITAL MANAGEMENT LLC
SUNDOWNER CAPITAL MANAGEMENT LLC, formally registered with the SEC as SUNDOWNER CAPITAL MANAGEMENT LLC. The firm was established in 02/28/2022. They have over 1 offices throughout the country.
SUNDOWNER CAPITAL MANAGEMENT LLC is a Bend, Oregon based Financial Planning firm with nearly $94,117,398 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146253 |
| SEC# | 801-123347 |
| Assets Managed by Firm | $94,117,398 |
| No. of Clients | 156 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 156 | $94,117,398 |
| Individuals (other than high net worth individuals) | 23 | $11,723,901 |
| High net worth individuals | 19 | $68,864,271 |
| Charitable organizations | Fewer than 5 clients | $533,895 |
| Corporations or other businesses | Fewer than 5 clients | $7,356 |
More Retirement Planning firms in Bend, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Bend, Oregon