Overview
Assets Under Management: $900 million
Headquarters: EUGENE, OR
High-Net-Worth Clients: 4
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.67
Average High-Net-Worth Client Assets: $40 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