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DYER FINANCIAL ADVISORY
DYER FINANCIAL ADVISORY, LLC
CRD 123262
100 WEST ROAD, SUITE 300, TOWSON, MD, 21204, United States
Phone
410-337-5668
Fax
866-227-2586
Registration
— (—)
Source
State registered
Total AUM
$24.3M
Discretionary AUM
$24.2M
Team
1 total employees; 1 advisory reps; 24 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $3.1M |
| High net worth individuals | 9 | $21.2M |
All web addresses on file
Official SEC filing: View on IAPD