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SYCAMORE FINANCIAL PLANNING, LLC
CRD 159212
1005 SLATER ROAD, SUITE 320, DURHAM, NC, 27703, United States
Phone
919-213-1737
Fax
919-883-4833
Registration
— (—)
Source
State registered
Total AUM
$104.2M
Discretionary AUM
$104.2M
Team
5 total employees; 5 advisory reps; 350 broker-dealer reps
Clients
251-500
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $39.9M |
| High net worth individuals | 3 | $64.3M |
All web addresses on file
Official SEC filing: View on IAPD