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Sdr Investment Management, Inc.

● SEC registered since 2026CRD 108682SEC# 801-134930Longwood, FL
Export (members)
Reg. AUM
$168.9M
Employees
6
Accounts
988
Location
Longwood, FL

Sdr Investment Management, Inc. assets under management

Sdr Investment Management, Inc. operates as an SEC-registered investment adviser based in Longwood, FL. The firm has been registered since 2026. It reports $168.9 million in regulatory assets under management and employs 6 people.
www.silerwealth.comView on SEC.gov ↗

Sdr Investment Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lee Anthony Siler ControlPresident, Chief Compliance OfficerOver 75%2003
Patricia Jean Button ControlSecretaryUnder 5%2003

Frequently asked questions

How much does Sdr Investment Management, Inc. manage?

Sdr Investment Management, Inc. reports $168.9 million in regulatory assets under management on its Form ADV.

How many employees does Sdr Investment Management, Inc. have?

Sdr Investment Management, Inc. reports 6 employees.

Where is Sdr Investment Management, Inc. located?

Sdr Investment Management, Inc. is based in Longwood, FL and has been SEC-registered since 2026.

Does Sdr Investment Management, Inc. disclose fund performance?

Sdr Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Crown Oak Centre Drive, Longwood, FL 32750
Phone407-831-8002
Fax407-831-4101
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$168.7M
Non-discretionary$230K
Total (RAUM)$168.9M