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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Dynamic Advisor Solutions LLC
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| CRD # | 151367 |
| SEC # | 801-72203 |
| CIK # | |
| AUM | $2.1 BB (61% Disc, 100% US, 2020-03-24) |
| Employees | 74 (76% Investors, 0% Brokers) |
| Phone | 877-257-3840 |
| Address | 2415 East Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SH | 19.5 | ||
| BIL | 11.7 | ||
| SDOG | 11.4 | ||
| SCHX | 11.0 | ||
| SHY | 11.0 | ||
| IJR | 9.5 | ||
| AAPL | 1,372,810.0 | 9.0 | |
| JPST | 6.2 | ||
| VZ | 224,690.0 | 6.0 | |
| MSFT | 1,376,930.0 | 5.8 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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Cliffwater LLC
✚
|
CA | 2.2 |
|
Tanager Financial Services Inc
✚
|
MA | 2.2 |
|
Haldor Investment Advisors LP
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|
MA | 2.2 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
2.1 | |
|
Pinnacle Advisory Group Inc
✚
|
MD | 2.1 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 2.1 |
|
Investment Consulting Group Inc
✚
|
IA | 2.1 |
|
Andersen Tax LLC
✚
|
VA | 2.1 |
|
Capital Analysts Incorporated
✚
|
PA | 2.1 |
|
Sendero Wealth Management LLC
✚
|
TX | 2.1 |