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Sycamore Financial Group

Sycamore Financial Group

Investment ManagementFlag of USKokomo, Indiana, United States1-10 Employees

Company overview

HeadquartersKokomo, Indiana, United States
Phone number+17654551554
Website
NAICS5231
SIC628
Keywords
Wealth Management, Retirement Planning, Taxation, Financial Planning, Estate Planning, Investment Strategy, Insurance Analysis, Certified B Corp, College Planning & Funding, Balanced Portfolio, Growth & Income Portfolio, Separately Managed Portfolio
Founded1983
Employees1-10
Socials

Key Contact at Sycamore Financial Group

Flag of US

Craig Smith

Owner

Sycamore Financial Group Email Formats

Sycamore Financial Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sycamoreweb.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@sycamoreweb.com
100%

About Sycamore Financial Group

Sycamore Financial Group is an independent broker dealer and registered investment advisory. We provide wealth management and investment management (through separately managed portfolios) to individuals and institutions. Our purpose is to guard and grow our clients and partners assets.

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Sycamore Financial Group revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
Intern

Employees by Department

Sycamore Financial Group has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Sycamore Financial Group has never raised funding before.

Sycamore Financial Group Tech Stack

Discover the technologies and tools that power Sycamore Financial Group's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Autoptimize

Performance

Swiper

Swiper

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Apache HTTP Server

Apache HTTP Server

Web servers

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

FingerprintJS

FingerprintJS

Browser fingerprinting

Frequently asked questions

Sycamore Financial Group is located in Kokomo, Indiana, US.
You can reach Sycamore Financial Group at +17654551554.
Sycamore Financial Group was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.
Sycamore Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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