$59.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
185 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2018
- Office Locations
- 1
Office Locations
1163 Olive Street #100 Eugene OR
About Syman-Degler Group, LLC
Syman-Degler Group, LLC is a fiduciary RIA providing comprehensive investment guidance and financial planning for individuals and families, including retirement, estate and tax planning, risk management, and employee benefits. All advisors are CFP® professionals. Based in Eugene, the firm is licensed in Oregon and California.
Team overview
56 AVG AGE
$19.9M AVG AUM / ADVISOR
$323.4K AVG AUM / CLIENT
6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL AUGUSTUS SYMAN-DEGLER
Chief Compliance Officer, Managing Member
- CRD
- #2886918
- Ownership
- 75% or more
Available
Available
Available
Lucien Raphael Degler
Administrative Assistant
- CRD
- #7431356
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,828,339 | $71,429 |
| Total | $59,828,339 | $71,429 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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