Sycamore Investment Consulting Services, LLC

Sycamore Investment Consulting Services, LLC (CRD# 125081) is a financial advisory firm headquartered in Madison, WI. They manage $87,474,813 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $2,133,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Sycamore Investment Consulting Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory S. Rademacher
CRD#: 2949618
701 Deming Way, Madison, WI 53717
96
Wealthminder
score

Gregory Rademacher (CRD# 2949618) is an Investment Advisor Representative working at Sycamore Investment Consulting Services, LLC in Madison, WI and has over 19 years of experience in the finance industry. Gregory Rademacher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher Bugg
CRD#: 1050557
701 Demming Way, Suite 100, Madison, WI 53717
93
Wealthminder
score

Christopher Bugg (CRD# 1050557) is an Investment Advisor Representative working at Sycamore Investment Consulting Services, LLC in Madison, WI and has over 35 years of experience in the finance industry.

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