SDM Advisors (SDMA) provides consulting and financial planning services to help clients achieve their financial goals. SDMA identifies and monitors unaffiliated third-party money managers to implement trading strategies for clients. SDMA also offers pension consulting services to retirement plans. SDMA does not directly manage assets for individual clients.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
SDM Advisors does not directly manage investments for individual clients. Instead, they recommend third-party money managers to handle investment decisions.
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