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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 $3,252,482,987 in assets under management and provides investment advisory services for 12207 clients. There are currently 120 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning , Portfolio Management for Individuals , Pension Consulting Services , Selection of Other Advisors , Publication of periodicals or Newsleters , Educational Seminars/ Workshops

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:

12207

Assets under Management

$3,252,482,987

No. of Advisors:

120

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