Overview
Assets Under Management: $474 million
Headquarters: CEDAR FALLS, IA
High-Net-Worth Clients: 128
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,528
Discretionary Accounts: 2,528
Regulatory Filings
CRD Number: 288763
Last Filing Date: 2025-01-23 00:00:00
Website: https://dynamicfinancial.net