RIA Intel›Advisers›Indiana›SDM INVESTMENTS, LLC

SDM INVESTMENTS, LLC

Advisory

MERRILLVILLE, IN

Data as of Mar 31, 2023 · Source: SEC Form ADV

Average account

$188K

across 41 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2023.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, IN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

TOWNSEND, ADAM TIMOTHY

$8M

GUNNELL FINANCIAL

$8M

WAGNER WEALTH MANAGEMENT LLC

$8M

WRIGHT PLANNING, LLC

$8M

THE FINANCIAL ADVOCATE CORPORATION

INDIANAPOLIS, IN

$8M

BINKLEY WEALTH MANAGEMENT GROUP LLC

$7M

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