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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dynamic Financial Group LLC
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| CRD # | 288763 |
| SEC # | 801-111021 |
| CIK # | 0002061178 |
| AUM | $474.5 M (2025-01-23) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 319-277-2727 |
| Address | 4615 Chadwick Rd Cedar Falls, IA 50613 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Deere & Co | 5.3 | ||
| Verizon Communications Inc | 3.7 | ||
| Pfizer Inc | 1.5 | ||
| Apple Inc | 1.2 | ||
| AT&T Inc | 0.9 | ||
| Phillips Edison - ARC Shopping Center REIT Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| iShares Comex Gold Trust | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 769 | 236.6 |
| (b) Individuals (high net worth individuals) | 128 | 237.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,528 | 474.5 |
| By Discretionary | ||
| Discretionary | 2,528 | 474.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,528 | 474.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 474.5 | |
| Total | 2,528 | 474.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002061178] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Square Wealth Partners LLC
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|
PA | 0.5 |
|
Jackson Financial Services LLC
✚
|
SC | 0.5 |
|
Centrica Wealth Management LLC
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|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
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|
MN | 0.5 |
|
Jacobsen Capital Management LLC
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|
UT | 0.5 |
|
North Shore Private Asset Management LLC
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|
IL | 0.5 |
|
TRED Avon Family Wealth LLC
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|
MD | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Pegasus Asset Management Inc
✚
|
NJ | 0.5 |