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DYER & COMPANY, L.L.C.
CRD 298855
300 EAST BOULEVARD, SUITE B4, CHARLOTTE, NC, 28203, United States
Phone
(704) 323-6872
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$73.2M
Discretionary AUM
$72.5M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.7M |
| High net worth individuals | 15 | $67.5M |
All web addresses on file
Official SEC filing: View on IAPD