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DYNAMIC FINANCIAL GROUP

Tel: 319-277-2727
4615 Chadwick Rd
Suite 1
Cedar Falls, Iowa  50613

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DYNAMIC FINANCIAL GROUP

DYNAMIC FINANCIAL GROUP is a Cedar Falls, Iowa based financial advisory firm with nearly $474,460,193 in assets under management and provides investment advisory services for 2528 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

288763

SEC#:

801-111021

No. of Clients:

2528

Assets under Management

$474,460,193

No. of Advisors:

4

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