SYCAMORE FINANCIAL GROUP, INC.

SYCAMORE FINANCIAL GROUP
KOKOMO, Indiana·4 registered advisors·CRD# 14143
SEC# 801-627882765-455-1554
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 PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SYCAMORE FINANCIAL GROUP, INC.

4 registered advisors
Alec F Smith
KOKOMO, Indiana
Anita Lynn Faulkner
KOKOMO, Indiana
Craig Allen Smith
KOKOMO, Indiana
Phillip F Smith
KOKOMO, Indiana
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.