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 is an independent, individually owned registered investment adviser operating as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator and charges advisory fees calculated as a percentage of assets under management. Core advisory services include financial planning and portfolio management for individuals and small businesses, selection and oversight of third‑party managers, and publication of investment commentary or newsletters. The firm also provides security pricing or ratings and engages in market‑timing services. PDM does not flag itself as an active ESG investor and is not positioned as a multi‑state or pension consultant advisor.
Assets & Accounts
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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