Pdm Investment Services, LLC

Pdm Investment Services, LLC (CRD# 155217) is a financial advisory firm headquartered in , . They manage $30,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.fginvestor.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Pdm Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip Michalek, financial advisor Troy MI
Philip D. Michalek
CRD#: 5854918
Troy, MI

Philip Michalek (CRD# 5854918) is an Investment Advisor Representative working at Pdm Investment Services, LLC in Troy, MI and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals