Sdm Investments, LLC
Sdm Investments, LLC (CRD# 140325) is a financial advisory firm headquartered in Chicago, IL. They manage $14,000,000 in 185 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$75,676
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
Sharon Mallory (CRD# 2313220) is an Investment Advisor Representative working at Sdm Investments, LLC in Chicago, IL and has over 25 years of experience in the finance industry.