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Building 2DYNAMIC WEALTH GROUP

Map pin
Phone702-602-4007
NotebookSEC #801-128038
Total AUM
$266.2M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
702-602-4007
Other Offices
4

ReceiptFinancials

Total AUM
$266.2M
Accounts
1
Discretionary
$266.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$266.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationOther Services
Other Services
OUTSIDE CHIEF INVESTMENT OFFICER SERVICES TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NV

HandshakeAffiliates

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

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