Dynamic Wealth Strategies, LLC (Granite Bay)

Name: Dynamic Wealth Strategies, LLC
Address: 9700 Village Center Drive, Granite Bay, CA, 95746
Telephone: 916-673-3470

Dynamic Wealth Strategies, LLC is an adviser based in Granite Bay. It manages $38.65 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and New Hampshire.

Dynamic Wealth Strategies provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dynamic Wealth Strategies: assets under management

The assets under management (AUM) of Dynamic Wealth Strategies, LLC is $38.65 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.4 million in discretionary accounts and $249 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.8 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dynamic Wealth Strategies, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Granite Bay

The principal office where Dynamic Wealth Strategies, LLC performs its advisory services is located at 9700 Village Center Drive, Granite Bay, CA 95746, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-673-3470. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.dynwealth.com.

Dynamic Wealth Strategies, LLC (Granite Bay)

Dynamic Wealth Strategies: assets under management

Fees & Commissions

Based in Granite Bay

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