Dynamic Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 326607
- Registered since
- May 26, 2023
- Website
- dynamicalphasolutions.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dynamic Wealth Group is a limited liability company operating as an institutional registered investment adviser. The firm registered with the SEC in 2023 and reports an institutional client base. Its advisory work centers on portfolio management for investment companies and delivering educational seminars or workshops. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not designated as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
David Johnson
Co-FounderCRD 6162578
Bradley Barrie
Co-Founder & Managing DirectorCRD 3048587
Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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