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DYNAMIC FINANCIAL GROUP
DYNAMIC FINANCIAL GROUP, LLC
CRD 288763 · SEC 801-111021
4615 CHADWICK RD, SUITE 1, CEDAR FALLS, IA, 50613, United States
Phone
319-277-2727
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.6M
Discretionary AUM
$539.6M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 697 | $225.0M |
| High net worth individuals | 165 | $313.4M |
| Corporations/business entities | 4 | $1.1M |
States served
AZ, CA, CO, GA, IL, IA, KS, LA, MI, MN, NE, TN, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD