SYCAMORE FINANCIAL GROUP is a KOKOMO, Indiana based financial advisory firm with nearly $665,628,767 in assets under management and provides investment advisory services for 1908 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 14143 | |
| SEC#: | 801-62788 | |
| Assets under Management: | $665,628,767 | |
| No. of Clients: | 1908 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VESTIA PERSONAL WEALTH ADVISORS | 290565 | 801-112175 | 3325 | 23 | $668,440,248 |
| FINANCIAL PLANS & STRATEGIES, INC. | 123793 | 801-107206 | 2777 | 5 | $549,874,500 |
| COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 128257 | 801-62834 | 2612 | 20 | $515,086,117 |
| HURLOW WEALTH MANAGEMENT GROUP, INC. | 282587 | 801-107700 | 1958 | 14 | $658,110,847 |
| SYCAMORE FINANCIAL GROUP | 14143 | 801-62788 | 1908 | 4 | $665,628,767 |
| LYNCH & ASSOCIATES | 108326 | 801-47981 | 1779 | 7 | $655,728,068 |
| WEALTH ADVISORY SOLUTIONS, LLC | 288903 | 801-110859 | 1777 | 19 | $535,354,023 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | 122212 | 801-62577 | 1543 | 11 | $571,845,020 |
| MERIDIAN INVESTMENT ADVISORS, INC. | 107593 | 801-46376 | 1094 | 4 | $532,684,776 |
| AMI INVESTMENT MANAGEMENT INC | 106321 | 801-49335 | 715 | 5 | $705,315,450 |
| NORTHWEST FINANCIAL SERVICES INC | 106805 | 801-42770 | 375 | 10 | $551,414,090 |
| CANTERBURY INVESTMENT MANAGEMENT, LLC | 125680 | 801-61876 | 109 | 3 | $72,293,850 |
| US AGRICULTURE | 282576 | 801-107401 | 5 | 13 | $713,209,275 |
| HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. | 161288 | 801-73323 | 5 | 9 | $623,253,558 |
| SBAUER FUNDS, LLC | 144782 | 801-68332 | 1 | 8 | $51,848,075 |