Syman-Degler Group, LLC

RIAState RegisteredEst. 2018

Total AUM

$59.8M

Discretionary

0% of AUM

Avg account

$99.4K

Accounts

602

Employees

Advisory reps

Firm details

Headquarters: Eugene, Oregon
CRD number: 295679
Registered since: May 21, 2018
Website: www.symandeglergroup.com
Custodians: CAPITAL CLIENT GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.8%
HNWI46.73%
Pension & Profit Sharing Plans1.47%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Syman-Degler Group, LLC is an independent registered advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients and functions as a capital allocator, directing client capital into external managers as part of its advice. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-assets, hourly fees, and fixed fees. The firm is registered to operate in California and Oregon.