PORTFOLIO DYNAMIX

Overview

Portfolio Dynamix is a registered investment advisor based in The Woodlands, TX. The firm offers financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In addition to serving domestic clients, Portfolio Dynamix also manages foreign assets. The firm has a team of 1 employee, with 1 regularly performing advisory functions. Portfolio Dynamix is affiliated with Awm Financial Services Inc. and Awm Insurance Services Inc. Portfolio Dynamix is a limited liability company with a CRD ID of 307069. The firm is classified as a wealth manager and independent wealth advisor. They follow a fee structure based on a percentage of assets under management (AUM). While the client base and business activities of Portfolio Dynamix are not specified, their advisory activities include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers.

Investments & Alternatives

Activities and Affiliations

AUM & Accounts

Office Locations