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BDM INVESTMENTS, INC.
CRD 127170
3620 KENNESAW NORTH IND. PKWY, SUITE A, KENNESAW, GA, 30144, United States
Phone
770-424-9700
Fax
770-428-0211
Registration
— (—)
Source
State registered
Total AUM
$44.1M
Discretionary AUM
$35.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $12.0M |
| High net worth individuals | 13 | $24.1M |
All web addresses on file
Official SEC filing: View on IAPD