RIA Intelligence

PEOPLE MAKE THE DIFFERENCE, INC.

Legal name: PMD ADVISORY

CRD #159443 SEC #801-127839 HOOVER, AL 205-986-0060
SEC Registered
Total AUM
$104.4M
Discretionary
$88.7M
Employees
6
Clients
10
Accounts
146

AUM Over Time

DateApr 2025
Total AUM$104.4M
Discretionary$88.7M
Non-Disc.$15.7M
Employees6
Clients9
DateMar 2024
Total AUM$139.3M
Discretionary$126.4M
Non-Disc.$13M
Employees4
Clients10
DateMar 2024
Total AUM$139.3M
Discretionary$126.4M
Non-Disc.$13M
Employees4
Clients10
DateMar 2023
Total AUM$118.2M
Discretionary$111M
Non-Disc.$7.2M
Employees4
Clients10
DateMar 2023
Total AUM$118.2M
Discretionary$111M
Non-Disc.$7.2M
Employees4
Clients10