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DYNAMIC
PHOENIX, AZ
(877) 257-3840
SEC #801-72203Total AUM
$5.6B
Employees
130Clients
5,634Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2415 EAST CAMELBACK ROAD
SUITE 700
PHOENIX
AZ 85016
United States
SUITE 700
PHOENIX
AZ 85016
United States
Operating Hours
8:00 AM TO 5:00PM MST
Monday - Friday
Monday - Friday
Phone
(877) 257-3840
Other Offices
54
Financials
Total AUM
$5.6B
Accounts
15,179Discretionary
$5.6B
Accounts
15,094Non-Discretionary
$38.8M
Accounts
85
Clients
Individual Clients
3,696AUM
$862.8M
HNW Individual Clients
1,813AUM
$4.5B
Pension/Profit Sharing Plan Clients
69AUM
$236.2M
Charitable Organization Clients
15AUM
$25.4M
Corporation or Business Clients
41AUM
$60.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.