SYCAMORE FINANCIAL GROUP
Kokomo, Indiana
5.0
1 Review
Sycamore Financial Group, headquartered in Kokomo, IN, is a reputable investment advisory firm catering to a diverse clientele. With over 760 individual clients and an impressive $573,133,000 in assets under management, they have established themselves as a reliable partner in the financial services industry. Sycamore Financial Group operates from three offices, strategically positioned to serve their clients effectively.
One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. With a profound understan...
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Assets Under Mgmt
$573.13M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.