← Back to searchVisit website
SDM INVESTMENTS, LLC
CRD 140325
6111 HARRISON ST., STE. 117, MERRILLVILLE, IN, 46410, United States
Phone
8889880858
Fax
888-988-0858
Registration
— (—)
Source
State registered
Total AUM
$7.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 41 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2023-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $5.7M |
| High net worth individuals | 2 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD