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DYNAMIC WEALTH STRATEGIES, LLC

Tel: (916) 673-3470
9700 Village Center Drive
Suite 50-A
Granite Bay, California  95746

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DYNAMIC WEALTH STRATEGIES, LLC

DYNAMIC WEALTH STRATEGIES, LLC is a Granite Bay, California based financial advisory firm with nearly $132,998,523 in assets under management and provides investment advisory services for 424 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

Firm CRD#:

167594

SEC#:

801-126356

No. of Clients:

424

Assets under Management

$132,998,523

No. of Advisors:

8

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