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DYNAMIC WEALTH ADVISORS

Tel: (877) 257-3840
2415 East Camelback Road
Suite 700
Phoenix, Arizona  85016

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DYNAMIC WEALTH ADVISORS

DYNAMIC WEALTH ADVISORS is a Phoenix, Arizona based financial advisory firm with nearly $4,829,248,145 in assets under management and provides investment advisory services for 14988 clients. There are currently 125 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICE

Firm CRD#:

151367

SEC#:

801-72203

No. of Clients:

14988

Assets under Management

$4,829,248,145

No. of Advisors:

125

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