S
$7.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2006
- Office Locations
- 1
Office Locations
6111 Harrison St. Ste. 117 Merrillville IN
About SDM Investments, LLC
SDM Investments, LLC is a Merrillville-based RIA. The firm has been operating for 20 years. Managing $7.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$94.1K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHARON DIANNE MALLORY
Chief Executive Officer, President
- CRD
- #2313220
- Ownership
- 75% or more
Available
Available
Available
K
KEVIN TRUITT
Director Of Research, Trader
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,717,047 | -- |
| Total | $7,717,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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