Dynamic Financial Group
Firm details
- Headquarters
- Cedar Falls, Iowa
- CRD number
- 288763
- Registered since
- August 25, 2017
- Website
- www.dynamicfinancial.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.08%
- Individuals41.71%
- Corporations / Businesses0.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dynamic Financial Group is an independent registered investment adviser organized as an LLC and registered with the SEC since 2017. Ownership is held at the individual level. The firm provides discretionary portfolio management for both individuals/families (including small businesses) and institutional clients, charging fees as a percentage of assets under management. It does not present itself as a capital allocator or pension consultant, is not a multi-state adviser, and 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 Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Caleb Schmidt
Owner / Financial AdvisorCRD 5970498
Darren Yoder
Financial AdvisorCRD 4456869
Luke Merfeld
Financial AdvisorCRD 7490074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$106M in ETFs
75%
$79.8M
25%
$26.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $40.7M | 404,566 | 38.36% |
Location
Cedar Falls, IA
Black Hawk
Location
Cedar Falls, IA
Headquartered in Cedar Falls, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Black Hawk
- Address
- 4615 Chadwick Rd
- Time zone
- CT (UTC-6)
- Office locations
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