PMD ADVISORY

HOOVER, AL

205-986-0060

SEC #801-127839

Total AUM

$111.6M

Employees

Clients

147

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

2032 SHADY CREST DRIVE
HOOVER
AL 35216
United States

Operating Hours

8:00 A.M. - 4:00 P.M.
Monday - Friday

Phone

205-986-0060

Financials

Total AUM

$111.6M

Accounts

254

Discretionary

$90.7M

Accounts

247

Non-Discretionary

$20.9M

Accounts

Clients

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Individual Clients

AUM

$14.9M

HNW Individual Clients

AUM

$40.8M

Pension/Profit Sharing Plan Clients

AUM

$55.9M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

PORTION OF THIRD PARTY MANAGER FEES

Compliance

Disclosures

None reported

State Registrations

ALGA

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.