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 operates as a limited liability company focused on investment activities and manager allocation. The firm engages in selecting other advisers, indicating a strategy that involves leveraging external expertise to enhance its investment offerings. While the firm does not actively pursue ESG investments, it demonstrates a commitment to capital allocation through its advisory activities. The firm’s classification remains unclassified, suggesting a flexible approach to its investment strategies and client engagements.
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
Owners & executives
1 of 1
Philip 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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