Dynamic

Updated today

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Total assets under management

$5,341,333,686

Total clients

5,319

30% high-net worth

Total advisors

of 130 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$1,004,199

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Model portfolio adviser services for third party program

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Dynamic

2415 East Camelback Road, Suite 700

Phoenix AZ 85016, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (877) 257-3840

Advisors at this firm

Sundip R

Series 66

San Diego, CA

Dynamic

Brock B

Series 63, Series 65

Salt Lake City, UT

Dynamic

Rodney S

Series 65

Westminster, CO

Dynamic

Stefan W

Series 65

Phoenix, AZ

Dynamic

Celeste W

Series 63, Series 65

Ontario, CA

Dynamic

Justin H

Series 65, Series 66

Canton, OH

Dynamic

Desiree L

Series 65

Mc Allen, TX

Dynamic

David W

Series 66

San Diego, CA

Dynamic

Cameron J

Series 63, Series 65

Prairie Village, KS

Dynamic

Heather J

Series 65

Cave Creek, AZ

Dynamic

Matthew D

CFA®

Traverse City, MI

Dynamic

Ryan O

CFP®, Series 66

Painesville, OH

Dynamic

Brian B

CFP®, Series 65

Thousand Oaks, CA

Dynamic

Marina H

CFP®

Merion Station, PA

Dynamic

Mark W

CFP®, Series 65

Deerfield, IL

Dynamic

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