DYNAMIC WEALTH ADVISORS
Company Profile
| AUM* | 5,830,674,188 7% |
| of that, discretionary | 5,791,871,364 6% |
| Number of Employees | 134 1% |
| of those in investment advisory functions | 69 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 365,079 8% |
| High Net Worth | 31.30% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
6B
5B
4B
3B
2B
2B
800M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds