SDM INVESTMENTS, LLC

SDM INVESTMENTS, LLC of MERRILLVILLE, IN is an SEC-registered investment adviser (CRD 140325). Regulatory assets under management: $7.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 140325
• Type: Registered investment adviser
• Location: 6111 HARRISON ST., MERRILLVILLE, IN, 46410
• Phone: 8889880858
• Latest filing: 2023-03-31
• Regulatory AUM: $7.7M
• Non-discretionary AUM: $7.7M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search