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Dynamic Wealth Group LLC
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CRD # | 326607 |
SEC # | 801-128038 |
CIK # | |
AUM | $74.1 MM (2024-03-14) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 702-602-4007 |
Address | 1600 Villa Rica Dr Henderson, NV 89052 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 74.1 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 74.1 |
By Discretionary | ||
Discretionary | 1 | 74.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 74.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 74.1 | |
Total | 1 | 74.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Chadler Investment Advisory Solutions LLC
✚
|
NJ | 0.1 |
Navigate 401K LLC
✚
|
AL | 0.1 |
Equbot Inc
✚
|
CA | 0.1 |
Candide Group LLC
✚
|
CA | 0.1 |
Marketdesk Indices LLC
✚
|
MO | 0.1 |
CBIZ Financial Solutions Inc
✚
|
OH | 0.0 |
Ned Davis Research Inc
✚
|
FL | 0.0 |
McMorgan & Company
✚
|
CA | 0.0 |
AEW Advisors Inc
✚
|
MA | 0.0 |
Mullintbg Advisory Services LLC
✚
|
CA | 0.0 |