P
CRD: 155217
PDM Investment Services, LLC
$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2011
- Office Locations
- 1
Office Locations
-- Lake Orion MI
About PDM Investment Services, LLC
PDM Investment Services, LLC is a Lake Orion-based RIA. The firm has been operating for 15 years. Managing $33.0M in total assets under management, with 1 advisory representatives.
Team overview
64 AVG AGE
$33.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP DAVID MICHALEK
President
- CRD
- #5854918
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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