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Alec F Smith

SYCAMORE FINANCIAL GROUP, INC.·KOKOMO, Indiana
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2713 ROCKFORD LANE, KOKOMO, IN 46902CRD# 6395553Firm CRD# 14143
01

About

Alec F Smith is a registered financial advisor based in KOKOMO, Indiana, affiliated with SYCAMORE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYCAMORE FINANCIAL GROUP, INC.
SYCAMORE FINANCIAL GROUP
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SYCAMORE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6395553
Firm CRD# 14143
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alec F Smith offer?
Alec F Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KOKOMO, Indiana for a consultation.
What are Alec F Smith's credentials?
Alec F Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alec F Smith located?
Alec F Smith is based in KOKOMO, Indiana, working with SYCAMORE FINANCIAL GROUP, INC.. Their office serves clients in the KOKOMO metropolitan area and surrounding communities.
How does Alec F Smith charge for services?
Alec F Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYCAMORE FINANCIAL GROUP, INC.?
SYCAMORE FINANCIAL GROUP, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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