Sycamore Financial Group
Sycamore Financial Group (CRD# 14143) is a financial advisory firm headquartered in Kokomo, IN. They manage $665,628,767 in 1,908 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management666MILLION
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Total Number of Accounts1,908ACCOUNTS
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Average Account Value$348,862
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, IN, NE, NY, OH, TX, VA
Allison Rumschik (CRD# 5239290) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 16 years of experience in the finance industry.
Craig Smith (CRD# 810191) is an Investment Advisor Representative working at Sycamore Financial Group in Anderson, IN and has over 43 years of experience in the finance industry.
Brent Yard (CRD# 6654799) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 6 years of experience in the finance industry.