RIA Intelligence

SDM ADVISORS, LLC

CRD #170014 SEC #801-79598 SAN FRANCISCO, CA 415-691-4040
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 22, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MAYER, STEPHEN, DAVIDIMANAGING PARTNERE Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERE Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERE Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERE Control
MAYER, STEPHEN, DAVIDIMANAGING MEMBERE Control
HILLSBERY, RICHARD, ANDREWICHIEF COMPLIANCE OFFICERB Control
HILLSBERY, RICHARD, ANDREWIMEMBER AND CHIEF COMPLIANCE OFFICERB Control
HILLSBERY, RICHARD, ANDREWIMEMBER AND CHIEF COMPLIANCE OFFICERB Control
HILLSBERY, RICHARD, ANDREWIMEMBER AND CHIEF COMPLIANCE OFFICERB Control
HILLSBERY, RICHARD, ANDREWIMEMBER AND CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Aug 22, 2014 REGISTERED

Notice Filings (3)

CA FL IL

Address

235 MONTGOMERY STREET
28TH FLR.
SAN FRANCISCO, CA 94104
United States
Phone: 415-691-4040