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
Pdm Investment Services, LLC
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts50ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Pdm Investment Services, LLC
1
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.
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