1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SYMAN-DEGLER GROUP, LLC

Map pinEUGENE, OR
Phone(541) 345-9681
NotebookSEC #801-113268
Total AUM
$10M
Employees
1
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1163 OLIVE STREET
#100
EUGENE
OR 97401
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(541) 345-9681

ReceiptFinancials

Total AUM
$10M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$10M
Accounts
140

ContactClients

View more in analytics →

Individual Clients
62
AUM
$7M
HNW Individual Clients
8
AUM
$3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account