Sdm Investments, LLC

Sdm Investments, LLC (CRD# 140325) is a financial advisory firm headquartered in Merrillville, IN. They manage $7,717,047 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6111 Harrison St., Ste. 117, Merrillville, IN 46410
https://www.sdminvestments.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $188,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Sdm Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sharon Mallory, financial advisor Merrillville IN
Sharon D. Mallory
CRD#: 2313220
6111 Harrison St., Ste. 117, Merrillville, IN 46410

Sharon Mallory (CRD# 2313220) is an Investment Advisor Representative working at Sdm Investments, LLC in Merrillville, IN and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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