Sittner & Nelson, LLC

RIASEC RegisteredEst. 2020

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$696K

Accounts

1,506

Employees

Advisory reps

Firm details

Headquarters: Eugene, Oregon
CRD number: 309757
Registered since: August 10, 2020
Website: sittnerandnelson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.07%
Individuals13.18%
Pension & Profit Sharing Plans6.59%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sittner & Nelson, LLC is an independent, SEC-registered registered investment adviser that began registration in 2020 and operates as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients and functions as a capital allocator—selecting external managers in addition to managing portfolios directly. Fee arrangements include percentage-of-AUM billing plus the option for hourly or fixed-fee engagements. Core advisory services listed by the firm are comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not report itself as an active ESG investor and is not identified as a multi-state adviser.