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PMD ADVISORY

PEOPLE MAKE THE DIFFERENCE, INC.

CRD 159443 · SEC 801-127839

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2032 SHADY CREST DRIVE, HOOVER, AL, 35216, United States

Phone

205-986-0060

Fax

205-986-0066

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$111.6M

Discretionary AUM

$90.7M

Team

7 total employees; 2 advisory reps; 9 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; PORTION OF THIRD PARTY MANAGER FEES

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals93$14.9M
High net worth individuals37$40.8M
Pension/profit sharing plans17$55.9M

States served

AL, GA

All web addresses on file

Official SEC filing: View on IAPD