# SDMI INSURANCE AND FINANCIAL SERVICES

SDMI INSURANCE AND FINANCIAL SERVICES of EL DORADO HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 171312
- Type: SEC-registered investment adviser
- Location: 3385 BASS LAKE RD. SUITE 100 #306, EL DORADO HILLS, CA, 95762
- Phone: (510) 284-2125
- Latest filing: 2026-02-17
- Regulatory AUM: $2.6M
- Non-discretionary AUM: $2.6M
- Clients: 1
- Accounts: 3

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171312/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171312/similar
- Related entities: https://search.stillhousedata.com/firm/171312/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171312

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.