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Sycamore Investment Consulting Services, LLC (Madison)


Sycamore Investment Consulting Services, LLC is an adviser based in Madison. It manages $72 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Wisconsin.

Sycamore Investment Consulting Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sycamore Investment Consulting Services: assets under management

The assets under management (AUM) of Sycamore Investment Consulting Services, LLC is $72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sycamore Investment Consulting Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madison

The principal office where Sycamore Investment Consulting Services, LLC performs its advisory services is located at 701 Deming Way, Madison, WI 53717, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-827-6414 or by fax 608-827-6407. The normal business hours are 8am to 4pm c.s.t. on Monday - Friday.


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