This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-1984
- Office Locations
- 2
Office Locations
About Sycamore Financial Group
Sycamore Financial Group is an investment management and financial planning firm serving retail and institutional clients with customized portfolios and comprehensive counsel for investing, retirement, and college savings. The firm emphasizes solid returns, reduced volatility, and tax efficiency, with portfolios largely implemented through ETFs. Custody is supported via platforms including Hilltop Securities.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CRAIG ALLEN SMITH
Chief Compliance Officer, President, TREASURER
- CRD
- #810191
- Ownership
- 75% or more
ALEC F SMITH
Vice President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
Frederick Albert Matthes
--
- CRD
- #8188757
ALLISON TYMINSKI RUMSCHIK
Investment Advisor
- CRD
- #5239290
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $732,449,845 | $382,081 |
| Non-Discretionary | $54,961,603 | $194,211 |
| Total | $787,411,448 | $357,914 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing