Overview
Assets Under Management: $474 million
Headquarters: CEDAR FALLS, IA
High-Net-Worth Clients: 128
Average Client Assets: $2 million
Frequently Asked Questions
DYNAMIC FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288763), DYNAMIC FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
DYNAMIC FINANCIAL GROUP, LLC is headquartered in CEDAR FALLS, IA.
DYNAMIC FINANCIAL GROUP, LLC serves 128 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, DYNAMIC FINANCIAL GROUP, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DYNAMIC FINANCIAL GROUP, LLC manages $474 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, DYNAMIC FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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