Dynamic Advisor Solutions LLC

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Assets, Funds, Holdings

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Dynamic Advisor Solutions LLC
CRD #151367
SEC #801-72203
CIK #0001599747
AUM $4.8 BB (2024-08-30)
Employees 125 (61% Investors, 0% Brokers)
Phone877-257-3840
Address2415 East Camelback Road
Phoenix, AZ 85016
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.1
MSFT 1,918.2 0.1
NVDA 399.6 0.0
AMZN 1,093.0 0.0
GOOGL 1,475.1 0.0
COST 207.6 0.0
GLD 0.0
AVGO 201.3 0.0
JPM 340.2 0.0
 
 
Holdings by Sector ($BB)
4.03.22.41.60.80.02012201620202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 3,768 0.8
(b) Individuals (high net worth individuals) 1,506 3.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 136 0.2
(h) Charitable organizations 17 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 6 0.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 43 0.1
(n) Other 0 0.0
Total 14,988 4.8
By Discretionary
Discretionary 14,951 4.8
Non-Discretionary 37 0.0
Total 14,988 4.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.8
Total 14,988 4.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001599747]
Comparable Firms State AUM ($BB)
Andersen Tax LLC
VA 5.0
Index Fund Advisors Inc
CA 5.0
Osaic Advisory Services LLC
GA 4.9
Robertson Stephens Wealth Management LLC
CA 4.9
Signature Investment Advisors LLC
CA 4.9
Ethic Inc
NY 4.9
CUSO Financial Services LP
CA 4.7
FiduciaryVest LLC
GA 4.6
Boston Common Asset Management LLC
MA 4.5
M Holdings Securities Inc
OR 4.5
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