Pdm Investment Services, LLC

Pdm Investment Services, LLC (CRD# 155217) is a financial advisory firm headquartered in , . They manage $20,900,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Pdm Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
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 7 years of experience in the finance industry.

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