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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Dynamic Advisor Solutions LLC
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| CRD # | 151367 |
| SEC # | 801-72203 |
| CIK # | 0001599747 |
| AUM | $5.3 B (2025-07-25) |
| Employees | 130 (56% Investors, 0% Brokers) |
| Phone | 877-257-3840 |
| Address | 2415 East Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,720 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,599 | 3.8 |
| (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 | 100 | 0.3 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 0.4 |
| (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 | 42 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 15,497 | 5.3 |
| By Discretionary | ||
| Discretionary | 15,456 | 5.3 |
| Non-Discretionary | 41 | 0.0 |
| Total | 15,497 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 15,497 | 5.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599747] |
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|---|---|---|
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Sigma Planning Corporation
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MI | 5.7 |
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Geneos Wealth Management Inc
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CO | 5.6 |
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Frontier Asset Management LLC
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WY | 5.3 |
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Index Fund Advisors Inc
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CA | 5.3 |
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Level Four Advisory Services LLC
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TX | 5.3 |
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Asset Strategy Consultants LLC
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MD | 5.2 |
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Todd Asset Management LLC
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KY | 5.1 |
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Procourse Fiduciary Advisors LLC
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IN | 5.1 |
|
SVB Wealth LLC
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MA | 5.0 |
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Richard Bernstein Advisors LLC
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NY | 5.0 |