Sycomore Financial
Firm details
- Headquarters
- ,
- CRD number
- 287543
- Website
- www.sycomorefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Fixed Fees
- Client types
- Individuals68.67%
- HNWI31.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sycomore Financial is an independent, privately owned RIA organized as an LLC that provides fee-based planning and portfolio management for individuals, families and small-business owners. The firm identifies itself as a capital allocator and offers core advisory services that include financial planning, discretionary portfolio management for individuals/small businesses and the selection of outside managers. It charges fixed fees rather than percentage-based asset fees and does not self-identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Treavor Dodsworth
Financial PlannerCRD 6586733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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