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PORTFOLIO DYNAMIX

CRD 307069

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26410 OAK RIDGE DRIVE 120, THE WOODLANDS, TX, 77380, United States

Phone

281-444-7555

Fax

832-249-6688

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2024-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

All web addresses on file

Official SEC filing: View on IAPD