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Building 2DYNAMIC WEALTH ADVISORS

Map pinSURPRISE, AZ
Phone623-466-6060
NotebookSEC #801-126979
Total AUM
$140.1M
Employees
4
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14749 W. MOUNTAIN VIEW BLVD.
SUITE 144
SURPRISE
AZ 85374
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
623-466-6060

ReceiptFinancials

Total AUM
$140.1M
Accounts
829
Discretionary
$140.1M
Accounts
829
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
268
AUM
$64.2M
HNW Individual Clients
36
AUM
$75.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINORTXUTWA

HandshakeAffiliates

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

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