DYNAMIC WEALTH ADVISORS

2415 East Camelback Road
Suite 700
Phoenix, Arizona 85016
Tel: (877) 257-3840

About DYNAMIC WEALTH ADVISORS

DYNAMIC WEALTH ADVISORS, formally registered with the SEC as DYNAMIC WEALTH ADVISORS. The firm was established in 03/04/2011. They have over 51 offices throughout the country.

DYNAMIC WEALTH ADVISORS is a Phoenix, Arizona based Financial Planning firm with nearly $3,252,482,987 assets under management, offering retirement planning & investment advisory services to 12207 clients. The firm is staffed with 120 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151367
SEC#	801-72203
Assets Managed by Firm	$3,252,482,987
No. of Clients	12207
No. of Advisors	120

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12207	$3,252,482,987
Individuals (other than high net worth individuals)	3259	$655,295,409
High net worth individuals	971	$2,013,615,681
Pension and profit sharing plans	134	$180,211,085
Charitable organizations	4	$1,966,712
Other investment advisers	5	$357,880,248
Corporations or other businesses	25	$43,513,852

Inquire with DYNAMIC WEALTH ADVISORS

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