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SYCAMORE FINANCIAL GROUP, INC.
SYCAMORE FINANCIAL GROUP, INC.
SYCAMORE FINANCIAL GROUP
KOKOMO, Indiana
·
4 registered advisors
·
CRD# 14143
SEC# 801-62788
2
765-455-1554
01
Firm Overview
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SYCAMORE FINANCIAL GROUP, INC.
4 registered advisors
Alec F Smith
KOKOMO, Indiana
CRD# 6395553
Anita Lynn Faulkner
KOKOMO, Indiana
CRD# 1575683
Craig Allen Smith
KOKOMO, Indiana
CRD# 810191
Phillip F Smith
KOKOMO, Indiana
CRD# 6395438
05
Office Locations
KOKOMO, Indiana
4 advisors
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Data sourced from SEC Form ADV filings. SYCAMORE FINANCIAL GROUP, INC. (CRD# 14143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.