DYNAMIC ADVISOR SOLUTIONS LLC
Doing business as DYNAMIC. SEC Form ADV profile.
Total regulatory AUM
$5,637,328,188
Discretionary
$5,598,525,364
Non-discretionary
$38,802,824
Firm details
- CRD number
- 151367
- SEC file number
- 801-72203
- Main office
- PHOENIX, AZ, United States
- Employees
- 130
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.