PDM INVESTMENT SERVICES, LLC

PDM INVESTMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 155217). Regulatory assets under management: $33.0M.

Registration

• CRD: 155217
• Type: Registered investment adviser
• Phone: 1-248-890-4696
• Latest filing: 2026-01-07
• Regulatory AUM: $33.0M
• Discretionary AUM: $33.0M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities, Corporations, State/municipal.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search