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⚲
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| Dynamic Advisor Solutions LLC
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|
|---|---|
| CRD # | 151367 |
| SEC # | 801-72203 |
| CIK # | 0001599747 |
| AUM | $3.3 BB (2023-03-29) |
| Employees | 120 (60% Investors, 0% Brokers) |
| Phone | 877-257-3840 |
| Address | 2415 East Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,259 | 0.7 |
| (b) Individuals (high net worth individuals) | 971 | 2.0 |
| (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 | 134 | 0.2 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 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 | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,207 | 3.3 |
| By Discretionary | ||
| Discretionary | 12,047 | 3.1 |
| Non-Discretionary | 160 | 0.1 |
| Total | 12,207 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 12,207 | 3.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001599747] |
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