The DYNAMIC ADVISOR SOLUTIONS LLC is a privately held investment adviser that advises $5.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DYNAMIC ADVISOR SOLUTIONS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 101.41% over the last 5-years.
The Group has been registered with the SEC for 15.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 27 office locations with their Headquarters at 2415 EAST CAMELBACK ROAD SUITE 700, PHOENIX, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 130 employees comprised of 65 investment and 65 non-investment staff. The total number of Employees increased by 34.02% over the last 5-years.
Their $5.64Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 125 other accounts. Assets of High Net Worth Individuals clients own $4.45Bn or 78.98% of Total Assets and Individuals own $862.83mn or 15.31% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
DYNAMIC ADVISOR SOLUTIONS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.