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SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081 · SEC 801-134876
701 DEMING WAY, SUITE 100, MADISON, WI, 53717, United States
Phone
608-827-6414
Fax
608-827-6407
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.6M
Discretionary AUM
$159.6M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.0M |
| High net worth individuals | 27 | $90.2M |
| Charitable organizations | 3 | $38.9M |
| Corporations/business entities | 2 | $25.4M |
States served
WI
Official SEC filing: View on IAPD