BDM Investments LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
4

Firm details

Headquarters
Auburn, Maine
CRD number
325169
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

BDM Investments LLC is an individually owned limited liability company operating as an institutional registered investment adviser. The firm positions itself as a capital allocator and focuses its advisory activity on selecting and overseeing other advisers rather than running an exclusively in-house investment platform. Its fee model is listed as "Other," and it does not identify as an active ESG investor. BDM Investments is not registered as a multi-state adviser, is not newly formed, and does not describe itself as a pension consultant. The firm also lists an industry affiliation with an accountant, suggesting an operational relationship or professional linkage with tax or accounting expertise.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philip Doucette

    Philip Doucette

    Managing Partner and Chief Compliance OfficerCRD 7711227

Contacts

3 of 3
  • Jeremy Marchessault

    Managing PartnerCRD 7716506

  • Scott Booker

    Managing PartnerCRD 7716505

  • Crystal Marchessault

    Managing PartnerCRD 7716507

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Auburn, ME

Androscoggin

Location

Auburn, ME

Headquartered in Auburn, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Androscoggin
Address
2 Great Falls Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth