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Sycamore Financial Group Inc
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CRD # | 14143 |
SEC # | 801-62788 |
CIK # | |
AUM | $665.6 MM (2024-06-04) |
Employees | 4 (100% Investors, 100% Brokers) |
Phone | 765-455-1554 |
Address | 2713 Rockford Lane Kokomo, IN 46902 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 719 | 201.1 |
(b) Individuals (high net worth individuals) | 148 | 444.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 9 | 20.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,908 | 665.6 |
By Discretionary | ||
Discretionary | 1,837 | 637.4 |
Non-Discretionary | 71 | 28.3 |
Total | 1,908 | 665.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 665.6 | |
Total | 1,908 | 665.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cullen Investment Group Ltd
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|
LA | 0.7 |
Circle Advisers Inc
✚
|
NY | 0.7 |
Financial Resources Groupcom LLC
✚
|
WA | 0.7 |
Pinney & Scofield Inc
✚
|
MA | 0.7 |
Jamison Private Wealth Management Inc
✚
|
GA | 0.7 |
CGC Financial Services LLC
✚
|
OR | 0.7 |
Parsons Capital Management LLC
✚
|
PA | 0.7 |
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
Centric Wealth Management LLC
✚
|
IL | 0.7 |
Sterling Investment Counsel LLC
✚
|
NY | 0.7 |