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SITTNER & NELSON, LLC
EUGENE, OR
541-636-4001
SEC #801-119243Total AUM
$1B
Employees
6Clients
476Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
497 OAKWAY ROAD
SUITE 300
EUGENE
OR 97401
United States
SUITE 300
EUGENE
OR 97401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
541-636-4001
Financials
Total AUM
$1B
Accounts
1,506Discretionary
$1B
Accounts
1,501Non-Discretionary
$4.7M
Accounts
5
Clients
Individual Clients
266AUM
$138.2M
HNW Individual Clients
189AUM
$839.5M
Pension/Profit Sharing Plan Clients
20AUM
$69.1M
Charitable Organization Clients
1AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCANVORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.