Sdr Investment Management, Inc. (Longwood)

Name: Sdr Investment Management, Inc.
Address: 705 D West Sr 434, Longwood, FL, 32750
Telephone: 407-831-8002

Sdr Investment Management, Inc. is an adviser based in Longwood. It manages $19.4 million of regulatory assets for 353 client accounts. It has been registered with the SEC as an adviser since 2004.

Sdr Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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: assets under management

The assets under management (AUM) of Sdr Investment Management, Inc. is $19.4 million. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.34 million in discretionary accounts and $61.55 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sdr Investment Management, Inc. 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.

Careers at Sdr Investment Management, Inc.

Lee Anthony Siler has been acting as President since 1 Mar 2003. Michael Alan Merbach joined the executive team most recently as the Vice President,Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Alan Merbach	Vice-president,treasurer	1 Mar 2003	Other	1988936
Lee Anthony Siler	President	1 Mar 2003	Other	1832058
Stockdr Com Inc	Shareholder	1 Mar 2003	75% - 100%	108682
Mark Bornstein	Director	1 Mar 2003	Other	4626671
Donald Macmillan	Director	1 Mar 2003	Other	4626681
Albert Sutton	Director	1 Mar 2003	Other	4626678
Patricia Jean Button	Secretary	1 Mar 2003	Other	4647096

Based in Longwood

The principal office where Sdr Investment Management, Inc. 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.