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PMD ADVISORY

Tel: 205-986-0060
2032 Shady Crest Drive
Vestavia Hills, Alabama  35216

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PMD ADVISORY

PMD ADVISORY is a Vestavia Hills, Alabama based financial advisory firm with nearly $139,334,092 in assets under management and provides investment advisory services for 213 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF THIRD PARTY MANAGER FEE

Firm CRD#:

159443

SEC#:

801-127839

No. of Clients:

213

Assets under Management

$139,334,092

No. of Advisors:

4

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