SITTNER & NELSON, LLC
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
FINTRXOverview
Sittner & Nelson, LLC is an independent, SEC-registered wealth management firm formed as an LLC and registered in 2020. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation methods include asset-based fees, hourly billing, and fixed fees. The firm does not characterize itself as an active ESG investor and operates under a single-owner structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities23%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 4Kevin Sittner
Investment AdvisorCRD 6720724
TODD NELSON
Principal and Co-FounderCRD 4640224
FREDDIE SITTNER
Principal and Co-FounderCRD 732693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$100M in ETFs
15%
$15.3M
77%
$85.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $8.9M | 88,629 | 8.88% |
Location
EUGENE, OR
LANE
Location
EUGENE, OR
Headquartered in EUGENE, OR, in the West of the United States.
- Region
- West
- County
- LANE
- Address
- 497 Oakway Rd
- Time zone
- PT (UTC-8)
- Office locations
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