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Building 2SDR INVESTMENT MANAGEMENT, INC. D/B/A SILER WEALTH MANAGEMENT

Map pinLONGWOOD, FL
Phone407-831-8002
NotebookSEC #801-57171
Total AUM
$19.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
705 D WEST SR 434
LONGWOOD
FL 32750
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
407-831-8002

ReceiptFinancials

Total AUM
$19.4M
Accounts
353
Discretionary
$19.3M
Accounts
352
Non-Discretionary
$61.5K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations

None reported

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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