SDMI INSURANCE AND FINANCIAL SERVICES

SDMI INSURANCE AND FINANCIAL SERVICES of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 171312). Regulatory assets under management: $2.6M.

Registration

• CRD: 171312
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search