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Building 2SYCAMORE FINANCIAL GROUP

Map pinKOKOMO, IN
Phone765-455-1554
NotebookSEC #801-62788
Total AUM
$787.4M
Employees
4
Clients
1,146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2713 ROCKFORD LANE
KOKOMO
IN 46902
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
765-455-1554
Other Offices
2

ReceiptFinancials

Total AUM
$787.4M
Accounts
2,200
Discretionary
$732.4M
Accounts
1,917
Non-Discretionary
$55M
Accounts
283

ContactClients

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Individual Clients
950
AUM
$199.2M
HNW Individual Clients
186
AUM
$573.3M
Charitable Organization Clients
10
AUM
$15M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
FLILINNENYOHTXVA

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

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