Overview
Assets Under Management: $900 million
Headquarters: EUGENE, OR
High-Net-Worth Clients: 156
Average Client Assets: $4 million
Frequently Asked Questions
SITTNER & NELSON, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309757), SITTNER & NELSON, LLC is subject to fiduciary duty under federal law.
SITTNER & NELSON, LLC is headquartered in EUGENE, OR.
SITTNER & NELSON, LLC serves 156 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, SITTNER & NELSON, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SITTNER & NELSON, LLC manages $900 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, SITTNER & NELSON, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,472
Discretionary Accounts: 1,467
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 309757
Filing ID: 1964756
Last Filing Date: 2025-03-27 22:53:00
Website: https://sittnerandnelson.com