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Dynamic Advisor Solutions LLC

● SEC registered since 2011CRD 151367SEC# 801-72203Phoenix, AZ
Export (members)
Reg. AUM
$5.34B
Employees
130
Accounts
15,497
Location
Phoenix, AZ

Dynamic Advisor Solutions LLC assets under management

Dynamic Advisor Solutions LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2011. It reports $5.3 billion in regulatory assets under management and employs 130 people.
www.seagrovewealthpartners.comView on SEC.gov ↗

Dynamic Advisor Solutions LLC owners & executives

9 reported
NameTitleOwnershipSince
Cherie Jean Jolly ControlChief Compliance OfficerUnder 5%2016
Dwa Management LLC ControlManager Of Dynamic Advisor SolutionsOver 75%2014
James Richard Cannon ControlChief Executive OfficerUnder 5%2008
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Frequently asked questions

How much does Dynamic Advisor Solutions LLC manage?

Dynamic Advisor Solutions LLC reports $5.3 billion in regulatory assets under management on its Form ADV.

How many employees does Dynamic Advisor Solutions LLC have?

Dynamic Advisor Solutions LLC reports 130 employees.

Where is Dynamic Advisor Solutions LLC located?

Dynamic Advisor Solutions LLC is based in Phoenix, AZ and has been SEC-registered since 2011.

Does Dynamic Advisor Solutions LLC disclose fund performance?

Dynamic Advisor Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2415 East Camelback Road, Suite 700, Phoenix, AZ 85016
Phone(877) 257-3840
Fax480-718-8778
Office hours8:00 a.m. To 5:00p.m. Mst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.32B
Non-discretionary$21.7M
Total (RAUM)$5.34B