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SDMI INSURANCE AND FINANCIAL SERVICES

MOELLER, STEVEN DIETER

CRD 171312

Visit website

3385 BASS LAKE RD. SUITE 100 #306, EL DORADO HILLS, CA, 95762, United States

Phone

(510) 284-2125

Fax

(510) 794-4769

Registration

— (—)

Source

State registered

Total AUM

$2.6M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; FEES BASED ON A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Sole Proprietorship

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals3$1.1M
Pension/profit sharing plans2$1.5M

All web addresses on file

Official SEC filing: View on IAPD