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PMD ADVISORY

HOOVER, AL · CRD 159443 · IAPD ↗ · pmdadvisory.com · 205-986-0060

$111.6MRegulatory AUM
2Advisory reps
7Employees
9Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — PMD ADVISORY reported RAUM down 25% ($139.3M -> $104.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — PMD ADVISORY moved its main office from VESTAVIA HILLS, AL to HOOVER, AL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.