Dynamic Wealth Strategies is a fund manager in Granite Bay with $108.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
261772599
SEC advisor number
801-126356
FINRA CRD number
167594
AUM ?
$133.00 mm
(as of 28 Feb 24)
Accounts
424
(as of 28 Feb 24)
Employees
8
(4 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Dynamic Wealth Strategies, LLC | $108.79 mm | |
Corefactor Fund, LP | $4.34 mm | Hedge Fund |
Latest filings (excl ownership)
No filings