SYKES FINANCIAL SERVICES

SYKES FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 155354). Regulatory assets under management: $30.6M.

Registration

• CRD: 155354
• Type: Registered investment adviser
• Phone: 971-570-2174
• Latest filing: 2025-09-29
• Regulatory AUM: $30.6M
• Discretionary AUM: $30.6M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155354 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search