Financial advisers in Kokomo, IN
3 registered investment adviser firms in Kokomo managing $4.2B in assets, based on public SEC Form ADV filings.
Creative Financial Designs, INC.
Kokomo, IN · Est. 2001
National
- AUM
- $2.9B
- Per adviser
- $19M
- Advisers
- 155
Sycamore Financial Group
Kokomo, IN · Est. 2004
Local
- AUM
- $787M
- Per adviser
- $197M
- Advisers
- 4
Smith Financial
Kokomo, IN · Est. 2010
Local
- AUM
- $457M
- Per adviser
- $91M
- Advisers
- 5
No reported disclosures