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SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
MADISON, WI
608-827-6414
SEC #801-63634Total AUM
$72M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 DEMING WAY
SUITE 100
MADISON
WI 53717
United States
SUITE 100
MADISON
WI 53717
United States
Operating Hours
8AM TO 4PM C.S.T.
Monday - Friday
Monday - Friday
Phone
608-827-6414
Financials
Total AUM
$72M
Accounts
39Discretionary
$72M
Accounts
39Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.