Dynamic Advisor Solutions LLC

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CAFR Data
Dynamic Advisor Solutions LLC
CRD #151367
SEC #801-72203
CIK #
AUM $2.1 BB (61% Disc, 100% US, 2020-03-24)
Employees74 (76% Investors, 0% Brokers)
Phone877-257-3840
Address2415 East Camelback Road
Phoenix, AZ 85016
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02010201320172021
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 ($)
0.50.40.30.20.10.02014201620182020
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CA 2.2
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MA 2.2
Haldor Investment Advisors LP
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
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