DYNAMIC WEALTH STRATEGIES, LLC
Tel: (916) 673-3470 9700 Village Center Drive Suite 50-A Granite Bay, California 95746
About DYNAMIC WEALTH STRATEGIES, LLC
DYNAMIC WEALTH STRATEGIES, LLC is a Granite Bay, California based financial advisory firm with nearly $132,998,523 in assets under management and provides investment advisory services for 424 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
167594
Firm SEC#:
801-126356
Assets Under Management:
$132,998,523
No. of Clients:
424
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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