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Sittner & Nelson, LLC

● SEC registered since 2020CRD 309757SEC# 801-119243Eugene, OR
Export (members)
Reg. AUM
$900M
Employees
6
Accounts
1,472
Location
Eugene, OR

Sittner & Nelson, LLC assets under management

Sittner & Nelson, LLC is an investment advisory firm registered with the SEC based in Eugene, OR. The firm has been registered since 2020. It reports $900 million in regulatory assets under management and employs 6 people.
sittnerandnelson.comView on SEC.gov ↗

Sittner & Nelson, LLC owners & executives

3 reported
NameTitleOwnershipSince
Freddie Lee Sittner ControlPrincipal25-50%2009
Kevin Lee Sittner ControlPrincipal And Chief Compliance Officer10-25%2019
Todd Michael Nelson ControlPrincipal50-75%2009

Frequently asked questions

How much does Sittner & Nelson, LLC manage?

Sittner & Nelson, LLC reports $900 million in regulatory assets under management on its Form ADV.

How many employees does Sittner & Nelson, LLC have?

Sittner & Nelson, LLC reports 6 employees.

Where is Sittner & Nelson, LLC located?

Sittner & Nelson, LLC is based in Eugene, OR and has been SEC-registered since 2020.

Does Sittner & Nelson, LLC disclose fund performance?

Sittner & Nelson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address497 Oakway Road, Suite 300, Eugene, OR 97401
Phone541-636-4001
Fax541-654-0546
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1846138
Discloses disciplinary historyNo

Assets under management

Discretionary$895.9M
Non-discretionary$4.1M
Total (RAUM)$900M