Syman Degler Group, LLC (Eugene)

Name: Syman Degler Group, LLC
Address: 1163 Olive Street, Eugene, OR, 97401
Telephone: (541) 345-9681

Syman Degler Group, LLC is an adviser based in Eugene. It manages $10 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Oregon.

Syman Degler Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Syman Degler Group: assets under management

The assets under management (AUM) of Syman Degler Group, LLC is $10 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Syman Degler Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Syman Degler Group serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Syman Degler Group is individuals with 62 clients and $7 million of assets under management. Among the 4 most similar advisory firms, Syman Degler Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $10 million for 70 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Syman Degler Group doesn't advise any private funds.

Careers at Syman Degler Group, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Augustus Syman Degler	Chief compliance officer & managing member	1 May 2018	75% - 100%	2886918

Based in Eugene

The principal office where Syman Degler Group, LLC performs its advisory services is located at 1163 Olive Street, Eugene, OR 97401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (541) 345-9681. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at syman-degler.com.