S
$159.6M Total AUM
$159.6M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-03-2003
- Office Locations
- 1
Office Locations
701 Deming WAY Madison WI
About Sycamore Investment Consulting Services, LLC
Sycamore Investment Consulting Services, LLC is a Madison-based RIA. The firm has been operating for 23 years. Managing $159.6M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$79.8M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
13.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY SCOTT RADEMACHER
Chief Compliance Officer, Finop, Managing Member, President
- CRD
- #2949618
- Ownership
- 75% or more
Available
Available
Available
JODIE A MCLELLAN
Secretary, VICE PRESIDENT
- CRD
- #2751334
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,553,914 | $1,375,465 |
| Non-Discretionary | $0 | -- |
| Total | $159,553,914 | $1,375,465 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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