SDM INVESTMENTS, LLC
Firm details
- Headquarters
- MERRILLVILLE, Indiana
- CRD number
- 140325
- Website
- www.sdminvestments.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals74.08%
- HNWI25.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sdm Investments, LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individuals and families. The firm engages in various advisory activities, including financial planning, portfolio management for both individuals and small businesses, and educational seminars. While it does not actively pursue ESG investments, Sdm Investments emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. The firm is structured as a limited liability company and is owned by an individual, which allows for a more tailored service experience.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Non-Exchange Traded Equities21%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2SHARON MALLORY
Chief Executive OfficerCRD 2313220
KEVIN TRUITT
Chief Investment OfficerCRD 2176744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MERRILLVILLE, IN
LAKE
Location
MERRILLVILLE, IN
Headquartered in MERRILLVILLE, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 6111 Harrison St
- Time zone
- ET (UTC-5)
- Office locations
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