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
https://www.sycomorefinancial.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN, OH

Financial Advisors at Sycomore Financial
Showing 1 - 1 of 1 top financial advisors.
1
Treavor Dodsworth, financial advisor Anderson IN
Treavor A. Dodsworth
CRD#: 6586733
Anderson, IN

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.

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.

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