Sycamore Financial Group

Investment Management • Kokomo, Indiana, United States • 1-10 Employees

Company overview

Headquarters	Kokomo, Indiana, United States
Phone number	+17654551554
Website	sycamoreweb.com
NAICS	5231
SIC	628
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
Founded	1983
Employees	1-10
Socials

Key Contact at Sycamore Financial Group

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.

Format	Example	Percentage
{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.

Sycamore Financial Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No 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

Performance

Swiper

JavaScript libraries

Microsoft 365

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

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.

Key Contact at Sycamore Financial Group

Craig Smith

Owner

4.8

40,000 users