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Syman-Degler Group, LLC

Headquartered in EUGENE, OR

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Firm Information

Syman-Degler Group, LLC is a financial advisory firm with a focus on financial planning, pension consulting, and portfolio management for both individuals and high-net-worth clients. They manage over $39 million in assets for approximately 384 clients, including individuals, high-net-worth individuals, and pension plans. The firm also assists clients with selecting other advisors and offers educational seminars.

Syman-Degler Group, LLC

$39.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SYMAN-DEGLER GROUP, LLC has a total of 1 branch locations across the country.
location

EUGENE, OR

Advisors at Syman-Degler Group, LLC

View All 3 Advisors
Unclaimed
Paul Wayne Dunckel

CFP®, RA

EUGENE, OR

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Unclaimed
Michael Augustus Syman-degler

CFP®, RA

Eugene, OR

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Unclaimed
Lucien Raphael Degler

CFP®, RA

EUGENE, OR

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Disclosures

There are no public disclosures for Syman-Degler Group, LLC.

Frequently Asked Questions (14)

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