DYNAMIC WEALTH ADVISORS
Tel: 623-466-6060 14749 W. Mountain View Blvd. Suite 144 Surprise, Arizona 85374
About DYNAMIC WEALTH ADVISORS
DYNAMIC WEALTH ADVISORS is a Surprise, Arizona based financial advisory firm with nearly $125,897,568 in assets under management and provides investment advisory services for 685 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
169792
Firm SEC#:
801-126979
Assets Under Management:
$125,897,568
No. of Clients:
685
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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