Philip Michalek
PDM Investment Services · Lake Orion, Michigan
Philip Michalek is a fee-only financial advisor at PDM Investment Services in Lake Orion, Michigan. PDM Investment Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | PDM Investment Services |
|---|---|
| Based in | Lake Orion, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $33M across 48 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5854918 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Philip's firm compares
- PDM Investment Services's average account is about $688,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Philip
Is Philip Michalek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and PDM Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, PDM Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Philip Michalek based?
Philip Michalek is based in Lake Orion, Michigan.
Is Philip Michalek registered with the SEC?
Yes. Philip Michalek is registered as an investment adviser representative in MI (CRD 5854918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PDM Investment Services manage?
PDM Investment Services reports $33M across 48 accounts in assets under management.
How do I contact Philip Michalek?
Contact details aren't on file yet. Search for PDM Investment Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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