PDM Advisors
RIAState Registered
Total AUM
$500K
Discretionary
$0
0% of AUM
Avg account
$100K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130600
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PDM Advisors is a sole-proprietorship independent registered investment adviser owned by an individual and focused on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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