Philip David Michalek Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Philip David Michalek, based in Troy, MI, is an Investment Advisor with 9 years of experience. Philip is employed by PDM Investment Services, which provides investment advisory services for 63 clients.

Financial Advisor Value
First Name Philip
Last Name Michalek
Type Investment Advisor
FINRA Active No
SEC Active Yes (View SEC IAPD CRD#5854918)
Office Address Troy, MI

PDM Investment Services

PDM Investment Services, registered in 2011, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. PDM Investment Services manages $26.6 million and provides investment advisory services for 63 clients (1:63 advisor/client ratio).

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*SEC data last verified 06/01/2020. FINRA data last verified 03/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.