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Building 2SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

Map pinMADISON, WI
Phone608-827-6414
NotebookSEC #801-134876
Total AUM
$159.6M
Employees
2
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 DEMING WAY
SUITE 100
MADISON
WI 53717
United States
Operating Hours
8AM TO 4PM C.S.T.
Monday - Friday
Phone
608-827-6414

ReceiptFinancials

Total AUM
$159.6M
Accounts
116
Discretionary
$159.6M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5M
HNW Individual Clients
27
AUM
$90.2M
Charitable Organization Clients
3
AUM
$38.9M
Corporation or Business Clients
2
AUM
$25.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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