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Dynamic Advisor Solutions LLC
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CRD # | 151367 |
SEC # | 801-72203 |
CIK # | 0001599747 |
AUM | $4.8 BB (2024-08-30) |
Employees | 125 (61% Investors, 0% Brokers) |
Phone | 877-257-3840 |
Address | 2415 East Camelback Road Phoenix, AZ 85016 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001599747] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Andersen Tax LLC
✚
|
VA | 5.0 |
Index Fund Advisors Inc
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|
CA | 5.0 |
Osaic Advisory Services LLC
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|
GA | 4.9 |
Robertson Stephens Wealth Management LLC
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|
CA | 4.9 |
Signature Investment Advisors LLC
✚
|
CA | 4.9 |
Ethic Inc
✚
|
NY | 4.9 |
CUSO Financial Services LP
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|
CA | 4.7 |
FiduciaryVest LLC
✚
|
GA | 4.6 |
Boston Common Asset Management LLC
✚
|
MA | 4.5 |
M Holdings Securities Inc
✚
|
OR | 4.5 |