DYNAMIC WEALTH SOLUTIONS LLC
Firm details
- Headquarters
- SOUTHFIELD, Michigan
- CRD number
- 170573
- Website
- godws.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.5%
- Individuals35.83%
- Pension & Profit Sharing Plans14.99%
- Charitable Organizations5.8%
- Corporations / Businesses1.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dynamic Wealth Solutions LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides portfolio management primarily for individuals, families and small-business clients, and also works with some institutional relationships. Its compensation mixes percentage-of-AUM billing with fixed fees. The adviser does not describe itself as an active ESG investor and is not identified as a multi-state adviser; it does not act as a capital allocator or an affiliated pension consultant.
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
- Exchange Traded Equities79%
- Non-Exchange Traded Equities7%
- US Government Bonds6%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 3KIERNAN EASTON
Co-Founder, Partner & Investment ManagerCRD 6414879
BRIAN SMITH
Private Wealth ManagerCRD 6316146
TIMOTHY HOOKER
Co-Founder and Private Wealth ManagerCRD 6144190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHFIELD, MI
OAKLAND
Location
SOUTHFIELD, MI
Headquartered in SOUTHFIELD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 29777 Telegraph Rd
- Time zone
- ET (UTC-5)
- Office locations
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