$30.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2006
- Office Locations
- 1
Office Locations
-- Zionsville IN
About Sycamore Asset Management, LLC
Sycamore Asset Management, LLC is a fee-only advisory firm in Zionsville, Indiana providing hourly comprehensive financial planning and investment management, including tax, retirement, college, and insurance/Medicare planning. Its disciplined, academic research-based approach may incorporate ETFs and fixed income. Woman-founded and run, with no financial products sold.
Team overview
50 AVG AGE
$30.3M AVG AUM / ADVISOR
$488.8K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTY SCHROER GREGORY MS.
Advisor, MANAGING DIRECTOR
- CRD
- #5141582
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,307,952 | -- |
| Total | $30,307,952 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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