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).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $75,676
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 D. Mallory
CRD#: 2313220
70 W. Madison, Suite 1400, Chicago, IL 60602
58
Wealthminder
score

Sharon Mallory (CRD# 2313220) is an Investment Advisor Representative working at Sdm Investments, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.