Dynamic Advisor Solutions LLC


Assets, Funds, Holdings

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Dynamic Advisor Solutions LLC
CRD #151367
SEC #801-72203
AUM $2.1 BB (61% Disc, 100% US, 2020-03-24)
Employees74 (76% Investors, 0% Brokers)
Address2415 East Camelback Road
Phoenix, AZ 85016
Source [IAPD] [Website] [LinkedIn]
Total AUM ($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
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Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Cliffwater LLC
CA 2.2
Tanager Financial Services Inc
MA 2.2
Haldor Investment Advisors LP
MA 2.2
Goldman Sachs Asset Management Singapore PTE Ltd
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
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