S
$81.7M Total AUM
$81.7M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท First Republic Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2016
- Office Locations
- 1
Office Locations
107 West Washington ST Mountain View AR
About Sylamore Investments LLC
Sylamore Investments LLC is a Mountain View-based RIA. The firm has been operating for 10 years. Managing $81.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and First Republic Bank.
Team overview
-- AVG AGE
$81.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WHITMAN TYLER FOWLKES
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2768842
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jennifer D Fowlkes
--
- CRD
- #8308788
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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