Dylan Lund Financial, LLC

Overview

Dylan Lund Financial, LLC is a small, owner-operated independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Dylan Lund is the named owner and is the primary advisor responsible for client relationships and portfolio decisions. Investment activity centers on publicly traded equities. Filings show a strong preference for exchange-traded instruments as the vehicle for client exposure. The firm does not report active ESG investing and is not positioned as a pension consultant or multi-state adviser.

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Public Holdings

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Location & Offices