PMD ADVISORY

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

About PMD ADVISORY

PMD ADVISORY, formally registered with the SEC as PMD ADVISORY. The firm was established in 05/01/2023. They have over 1 offices throughout the country.

PMD ADVISORY is a Vestavia Hills, Alabama based Financial Planning firm with nearly $139,334,092 assets under management, offering retirement planning & investment advisory services to 213 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159443
SEC#	801-127839
Assets Managed by Firm	$139,334,092
No. of Clients	213
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF THIRD PARTY MANAGER FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	213	$139,334,092
Individuals (other than high net worth individuals)	60	$17,443,308
High net worth individuals	14	$27,216,427
Pension and profit sharing plans	16591	$94,674,357

More Retirement Planning firms in Vestavia Hills, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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