DYNAMIC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 151367
- Registered since
- March 4, 2011
- Website
- dynamicadvisorsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.98%
- Individuals15.31%
- Pension & Profit Sharing Plans4.19%
- Corporations / Businesses1.07%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dynamic operates as an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2011. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that blends fee-based portfolio management with financial planning, pension consulting, and educational services. Advisory capabilities include portfolio management for individuals and small businesses, selection of third‑party advisers, publication of periodicals or newsletters, and delivery of seminars and workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges, fixed fees and other structures. Dynamic does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities30%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
3 of 9Derek Pantele
CEO & FounderCRD 6755370
JOSEPH HARRIS
Principal and Chief Executive OfficerCRD 5769203
CHERIE JOLLY
Chief Compliance OfficerCRD 1980521
Contacts
3 of 75Mark Weil
Founder & Wealth AdvisorCRD 6701709
MICHELLE KAUFMAN GULKO
Investment Advisor RepresentativeCRD 5174032
STEPHEN PEASE
Investment Advisor RepresentativeCRD 4667224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 654Active vs passive
$2.3B in ETFs
63%
$1.5B
30%
$876M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $65.2M | 852,472 | 2.79% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2415 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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