Sdr Investment Management, Inc. Dba Siler Financial Group (Longwood)

Sdr Investment Management, Inc. Dba Siler Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sdr Investment Management, Inc. Dba Siler Financial Group: assets under management

The assets under management (AUM) of Sdr Investment Management, Inc. Dba Siler Financial Group is $16.99 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.92 million in discretionary accounts and $61.63 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sdr Investment Management, Inc. Dba Siler Financial Group for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Longwood

The principal office where Sdr Investment Management, Inc. Dba Siler Financial Group performs its advisory services is located at 705 D West Sr 434, Longwood, FL 32750, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-831-8002 or by fax 407-831-4101. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stockdr.com.

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