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SYMAN-DEGLER GROUP, LLC
CRD 295679 · SEC 801-113268
1163 OLIVE STREET, #100, EUGENE, OR, 97401, United States
Phone
(541) 345-9681
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.8M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $31.0M |
| High net worth individuals | 19 | $28.0M |
All web addresses on file
Official SEC filing: View on IAPD