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Building 2DYNAMIC WEALTH STRATEGIES, LLC

Map pinGRANITE BAY, CA
Phone916-673-3470
NotebookSEC #801-78105
Total AUM
$38.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9700 VILLAGE CENTER DRIVE
SUITE 50-A
GRANITE BAY
CA 95746
United States
Operating Hours
9-5
Monday - Friday
Phone
916-673-3470

ReceiptFinancials

Total AUM
$38.6M
Accounts
177
Discretionary
$38.4M
Accounts
172
Non-Discretionary
$249K
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

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

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