Sycamore Investment Consulting Services, LLC

Sycamore Investment Consulting Services, LLC (CRD# 125081) is a financial advisory firm headquartered in Madison, WI. They manage $87,935,101 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
701 Deming Way, Suite 100, Madison, WI 53717
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $751,582
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
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 Rademacher, financial advisor Madison WI
Gregory S. Rademacher
CRD#: 2949618
701 Deming Way, Madison, WI 53717

Gregory Rademacher (CRD# 2949618) is an Investment Advisor Representative working at Sycamore Investment Consulting Services, LLC in Madison, WI and has over 25 years of experience in the finance industry.

2
Jodie McLellan, financial advisor Madison WI
Jodie A. McLellan
CRD#: 2751334
701 Deming Way, Suite 100, Madison, WI 53717

Jodie McLellan (CRD# 2751334) is an Investment Advisor Representative working at Sycamore Investment Consulting Services, LLC in Madison, WI and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals