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⚲
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| Dynamic Financial Group LLC
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| |
|---|---|
| CRD # | 288763 |
| SEC # | 801-111021 |
| CIK # | |
| AUM | $415.7 MM (2024-01-03) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 319-277-2727 |
| Address | 4615 Chadwick Rd Cedar Falls, IA 50613 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 715 | 150.8 |
| (b) Individuals (high net worth individuals) | 182 | 264.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,620 | 415.7 |
| By Discretionary | ||
| Discretionary | 2,620 | 415.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,620 | 415.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.7 | |
| Total | 2,620 | 415.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prosperity Planning Inc
✚
|
MO | 0.4 |
|
Midatlantic Capital Management Inc
✚
|
VA | 0.4 |
|
Poehling Capital Management Inc
✚
|
WI | 0.4 |
|
Prism Advisors Inc
✚
|
CA | 0.4 |
|
Harbour Investment Management LLC
✚
|
WA | 0.4 |
|
Premier Wealth Advisors LLC
✚
|
CA | 0.4 |
|
FSA Wealth Management LLC
✚
|
MA | 0.4 |
|
Monarch Capital Management Inc
✚
|
IN | 0.4 |
|
Bridge Creek Capital Management LLC
✚
|
MA | 0.4 |
|
Marion Wealth Management LLC
✚
|
PA | 0.4 |