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Sycamore Financial Group

Headquartered in KOKOMO, IN

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Firm Information

Sycamore Financial Group is a corporation that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Founded in 1983, the firm is headquartered in Kokomo, Indiana, and has a team of 4 investment adviser representatives. Sycamore Financial Group manages approximately $665.6 million in assets and is registered with the SEC and in 21 states.

Sycamore Financial Group

2713 ROCKFORD LANE

KOKOMO, IN 46902

$665.63M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

Branch Locations (6)

SYCAMORE FINANCIAL GROUP has a total of 6 branch locations across the country.
location

Manlius, NY

location

KOKOMO, IN

location

Chicago, IL

location

ANDERSON, IN

location

Unionville, IN

location

Westfield, IN

Advisors at Sycamore Financial Group

View All 5 Advisors
Unclaimed
B Karen Conrad

ANDERSON, IN

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Unclaimed
Craig Allen Smith

CFP®, RA

ANDERSON, IN

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Unclaimed
Anita Lynn Faulkner

KOKOMO, IN

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Unclaimed
Brent Alan Yard

CFP®, RA

KOKOMO, IN

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Unclaimed
Allison Tyminski Rumschik

CFP®, RA

KOKOMO, IN

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Disclosures

There is public disclosure for Sycamore Financial Group. Review regulatory record here.

Frequently Asked Questions (9)

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