Sycomore Financial
Sycomore Financial (CRD# 287543) is a financial advisory firm headquartered in , . They manage $6,801,908 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sycomore Financial
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$45,346
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, OH
Financial Advisors at Sycomore Financial
1
Treavor Dodsworth (CRD# 6586733) is an Investment Advisor Representative working at Sycomore Financial in Anderson, IN and has over 8 years of experience in the finance industry.
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