PDM ADVISORS
Firm details
- Headquarters
- ,
- CRD number
- 130600
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pdm Advisors operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not engage in capital allocation and is not classified under any specific category, which reflects its tailored approach to investment management. Pdm Advisors charges clients a fee based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities95%
- Non-Exchange Traded Equities5%
Contacts
1 of 1PETER MAYNARD
Sole ProprietorCRD 1080288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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