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Home > Retirement Planners > oregon > eugene > SITTNER & NELSON, LLC
SITTNER & NELSON, LLC
497 Oakway Road
Suite 300
Eugene, Oregon 97401
Tel: 541-636-4001
About SITTNER & NELSON, LLC
SITTNER & NELSON, LLC, formally registered with the SEC as SITTNER & NELSON, LLC. The firm was established in 08/10/2020. They have over 1 offices throughout the country.
SITTNER & NELSON, LLC is a Eugene, Oregon based Financial Planning firm with nearly $675,616,132 assets under management, offering retirement planning & investment advisory services to 1400 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 309757 |
| SEC# | 801-119243 |
| Assets Managed by Firm | $675,616,132 |
| No. of Clients | 1400 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1400 | $675,616,132 |
| Individuals (other than high net worth individuals) | 280 | $138,912,938 |
| High net worth individuals | 136 | $459,990,340 |
| Pension and profit sharing plans | 27 | $74,331,041 |
| Charitable organizations | Fewer than 5 clients | $1,184,091 |
| Corporations or other businesses | Fewer than 5 clients | $1,197,722 |
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