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DYNAMIC FINANCIAL GROUP, LLC

Doing business as DYNAMIC FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$539,558,246
Discretionary
$539,558,246
Non-discretionary
$0

Firm details

CRD number
288763
SEC file number
801-111021
Main office
CEDAR FALLS, IA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.