BDM Investments LLC
Firm details
- Headquarters
- Auburn, Maine
- CRD number
- 325169
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Philip Doucette
Managing Partner and Chief Compliance OfficerCRD 7711227
Contacts
3 of 3Jeremy Marchessault
Managing PartnerCRD 7716506
Scott Booker
Managing PartnerCRD 7716505
Crystal Marchessault
Managing PartnerCRD 7716507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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