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Building 2DYNAMIC FINANCIAL GROUP

Map pinCEDAR FALLS, IA
Phone319-277-2727
NotebookSEC #801-111021
Total AUM
$539.6M
Employees
3
Clients
866

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4615 CHADWICK RD
SUITE 1
CEDAR FALLS
IA 50613
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
319-277-2727

ReceiptFinancials

Total AUM
$539.6M
Accounts
2,490
Discretionary
$539.6M
Accounts
2,490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
697
AUM
$225M
HNW Individual Clients
165
AUM
$313.4M
Corporation or Business Clients
4
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILKSLAMIMNMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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