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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 $804,784,566 assets under management, offering retirement planning & investment advisory services to 1456 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 | $804,784,566 |
| No. of Clients | 1456 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1456 | $804,784,566 |
| Individuals (other than high net worth individuals) | 281 | $134,030,209 |
| High net worth individuals | 156 | $589,415,786 |
| Pension and profit sharing plans | 28 | $79,711,707 |
| Charitable organizations | Fewer than 5 clients | $1,366,350 |
| Corporations or other businesses | Fewer than 5 clients | $260,514 |
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