P
$111.6M Total AUM
$90.7M Disc. AUM
-1.9% 3Y CAGR
7 Employees
156 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2011
- Office Locations
- 1
Office Locations
2032 Shady Crest Drive Vestavia Hills AL
About PMD Advisory
PMD Advisory is a Hoover-based RIA. The firm has been operating for 14 years. Managing $111.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
46 AVG AGE
$55.8M AVG AUM / ADVISOR
$715.6K AVG AUM / CLIENT
14.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Momentum signal Oak focus
Investment Themes
Summit Prime frontier
Investment Vehicles
Atlas focus
Platform
Vertex wave Atlas summit
Services
Legacy Bridge atlas Vital Quantum crest Vertex alpha Signal momentum Summit Harbor Capital pioneer
Owner & Executives
MELANIE SHIRLEY DICKINSON
Chief Compliance Officer, President
- CRD
- #5530226
- Ownership
- 75% or more
(688) 643-4018
ember.fusion@valuecapital.com
in linkedin.com/in/matrix-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES IRA MCCORMICK III
--
- CRD
- #4541624
(637) 285-5485
eagle.legacy@optimacapital.com
in linkedin.com/in/summit-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,747,297 | $367,398 |
| Non-Discretionary | $20,894,011 | $2,984,859 |
| Total | $111,641,308 | $439,533 |
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Separately Managed Accounts
Total SMA Asset: $111,641,308
Public Funds:
23.7% Cash:
10.3% Corporate - Investment Grade:
13.6% Equity - Exchange:
23.1% Municipal Bonds:
11.0% U.S. Government/Agency:
13.2% Corporate - Non-Investment Grade:
5.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,603,162,336 | 23.7% |
| Cash | $696,732,998 | 10.3% |
| Corporate - Investment Grade | $919,958,134 | 13.6% |
| Equity - Exchange | $1,562,575,948 | 23.1% |
| Municipal Bonds | $744,083,785 | 11.0% |
| U.S. Government/Agency | $892,900,542 | 13.2% |
| Corporate - Non-Investment Grade | $344,984,300 | 5.1% |
| Total | $6,764,398,043 | 100.0% |