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SILER WEALTH MANAGEMENT
SDR INVESTMENT MANAGEMENT, INC.
CRD 108682 · SEC 801-134930
100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, 32750, United States
Phone
407-831-8002
Fax
407-831-4101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.6M
Discretionary AUM
$7.1M
Team
6 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 601 | $103.0M |
| High net worth individuals | 54 | $80.3M |
| Pension/profit sharing plans | 9 | $5.2M |
States served
GA, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD