Sdr Investment Management, Inc. D/b/a Siler Wealth Management

Sdr Investment Management, Inc. D/b/a Siler Wealth Management (CRD# 108682) is a financial advisory firm headquartered in Longwood, FL. They manage $21,589,328 in 314 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $68,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

FL

Financial Advisors at Sdr Investment Management, Inc. D/b/a Siler Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
John W. Dambrauskas
CRD#: 3077181
2965 West State Road 434, Suite 200, Longwood, FL 32779
93
Wealthminder
score

John Dambrauskas (CRD# 3077181) is an Investment Advisor Representative working at Sdr Investment Management, Inc. D/b/a Siler Wealth Management in Longwood, FL and has over 16 years of experience in the finance industry.

2
Justin T. Kenney
CRD#: 4165583
2965 West State Road 434, Suite 200, Longwood, FL 32779
93
Wealthminder
score

Justin Kenney (CRD# 4165583) is an Investment Advisor Representative working at Sdr Investment Management, Inc. D/b/a Siler Wealth Management in Longwood, FL and has over 16 years of experience in the finance industry.

3
Lee A. Siler
CRD#: 1832058
2965 West State Road 434, Suite 200, Longwood, FL 32779
63
Wealthminder
score

Lee Siler (CRD# 1832058) is an Investment Advisor Representative working at Sdr Investment Management, Inc. D/b/a Siler Wealth Management in Longwood, FL and has over 14 years of experience in the finance industry.

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