PDM Investment Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 155217
- Website
- fginvestor.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.61%
- Individuals39.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsSecurity Ratings / Pricing ServicesMarket Timing Services
Firm profile
FINTRXOverview
PDM Investment Services, LLC operates as an independent, owner-run registered investment adviser organized as an LLC that serves individual and family clients on a fee‑for‑assets basis. The firm describes itself as a capital allocator and offers a suite of advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals/newsletters, security pricing or ratings services, and market‑timing services. The adviser is not marketed as an ESG investor, does not operate as a multi‑state adviser, and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities55%
- Exchange Traded Equities20%
- Sovereign Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1Philip Michalek
President & Investment Advisor RepresentativeCRD 5854918
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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